Ad is loading...
FTAAX vs HBLCX
FTAAX vs HBLCX Comparison
Open Charts FTAAX vs HBLCX
Fidelity Advisor Asset Manager 30% A
Price$11.66
Change+$0.27 (+2.37%)
VolumeN/A
Net Assets1.95B
Hartford Balanced Income C
Price$13.76
Change+$0.35 (+2.61%)
VolumeN/A
Net Assets11.26B
FTAAX vs HBLCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTAAX vs. HBLCX commentary
Apr 11, 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: 11.3B vs. FTAAX (1.95B). FTAAX (2.73) and HBLCX (2.64) 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 (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 : 0.37 vs. HBLCX (-2.56). FTAAX return over 5 years is better than : 16.43 vs. HBLCX (9.34).
| 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 | -3.364 | -2.995 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 1.95B | 11.3B | 17% |
| Annual Yield % from dividends | 2.73 | 2.64 | 103% |
| Returns for 1 year | 0.37 | -2.56 | -15% |
| Returns for 3 years | 1.72 | -3.38 | -51% |
| Returns for 5 years | 16.43 | 9.34 | 176% |
| Returns for 10 years | 23.42 | 17.70 | 132% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PYZ | 79.29 | 6.76 | +9.32% |
| Invesco DW Basic Materials Momt ETF | |||
| WBAT | 24.38 | 2.07 | +9.27% |
| WisdomTree Battery Val Chn & Innvt ETF | |||
| FSCO | 6.59 | 0.48 | +7.86% |
| FS Credit Opportunities Corp | |||
| FRI | 25.59 | 1.58 | +6.57% |
| First Trust S&P REIT ETF | |||
| GQRE | 54.82 | 2.97 | +5.72% |
| FlexShares Glbl Quality Real Estate ETF | |||