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FTAAX vs HBLCX
FTAAX vs HBLCX Comparison
Open Charts FTAAX vs HBLCX
Fidelity Advisor Asset Manager 30% A
Price$11.96
Change-$0.15 (-1.24%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$13.97
Change-$0.21 (-1.48%)
VolumeN/A
CapitalizationN/A
FTAAX vs HBLCX Comparison Chart
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FTAAX vs. HBLCX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FTAAX is a StrongBuy and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FTAAX (2.02B). HBLCX pays higher dividends than FTAAX: HBLCX (2.65) vs FTAAX (2.49). FTAAX was incepted earlier than HBLCX: FTAAX (17 years) vs HBLCX (18 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. FTAAX (22.00). FTAAX has a lower initial minimum investment than HBLCX: FTAAX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FTAAX: HBLCX (2000) vs FTAAX (500). FTAAX annual gain was more profitable for investors over the last year : 8.52 vs. HBLCX (8.03). FTAAX return over 5 years is better than : 15.24 vs. HBLCX (10.02).
| FTAAX | HBLCX | FTAAX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 7.571 | 6.933 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.02B | 11.8B | 17% |
| Annual Yield % from dividends | 2.49 | 2.65 | 94% |
| Returns for 1 year | 8.52 | 8.03 | 106% |
| Returns for 3 years | 1.15 | 1.39 | 83% |
| Returns for 5 years | 15.24 | 10.02 | 152% |
| Returns for 10 years | 33.27 | 29.33 | 113% |
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