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FTAAX vs HBLIX
FTAAX vs HBLIX Comparison
Open Charts FTAAX vs HBLIX
Fidelity Advisor Asset Manager 30% A
Price$11.95
Change-$0.05 (-0.42%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$15.04
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
FTAAX vs HBLIX Comparison Chart
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FTAAX vs. HBLIX commentary
Nov 18, 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 Buy and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.4B vs. FTAAX (1.99B). HBLIX pays higher dividends than FTAAX: HBLIX (3.59) vs FTAAX (2.49). FTAAX was incepted earlier than HBLIX: FTAAX (17 years) vs HBLIX (15 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. FTAAX (22.00). FTAAX has a lower initial minimum investment than HBLIX: FTAAX (0) vs HBLIX (2000). HBLIX annual gain was more profitable for investors over the last year : 15.49 vs. FTAAX (11.46). HBLIX return over 5 years is better than : 16.24 vs. FTAAX (15.21).
| FTAAX | HBLIX | FTAAX / HBLIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 6.150 | 8.057 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.99B | 12.4B | 16% |
| Annual Yield % from dividends | 2.49 | 3.59 | 69% |
| Returns for 1 year | 11.46 | 15.49 | 74% |
| Returns for 3 years | -1.19 | -0.34 | 348% |
| Returns for 5 years | 15.21 | 16.24 | 94% |
| Returns for 10 years | 27.80 | 39.40 | 71% |
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