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FTAAX vs HBLCX
FTAAX vs HBLCX Comparison
Open Charts FTAAX vs HBLCX
Fidelity Advisor Asset Manager 30% A
Price$11.92
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.94B
Hartford Balanced Income C
Price$14.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
FTAAX vs HBLCX Comparison Chart
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FTAAX vs. HBLCX commentary
May 12, 2025
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 Buy and HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. FTAAX (1.94B). FTAAX (2.71) and HBLCX (2.67) have matching dividends . FTAAX was incepted earlier than HBLCX: FTAAX (18 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FTAAX (0.79). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FTAAX (19.00). 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 : 5.24 vs. HBLCX (1.44). FTAAX return over 5 years is better than : 19.34 vs. HBLCX (13.81).
| FTAAX | HBLCX | FTAAX / HBLCX | |
| Total Expense Ratio | 0.79 | 1.64 | 48% |
| Annual Report Gross Expense Ratio | 0.79 | 1.64 | 48% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 1.320 | 1.272 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 1.94B | 11.6B | 17% |
| Annual Yield % from dividends | 2.71 | 2.67 | 101% |
| Returns for 1 year | 5.24 | 1.44 | 363% |
| Returns for 3 years | 12.24 | 6.32 | 194% |
| Returns for 5 years | 19.34 | 13.81 | 140% |
| Returns for 10 years | 30.51 | 23.89 | 128% |
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