Ad is loading...
FTAAX vs HBLIX
FTAAX vs HBLIX Comparison
Open Charts FTAAX vs HBLIX
Fidelity Advisor Asset Manager 30% A
Price$11.96
Change-$0.15 (-1.24%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$14.27
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
FTAAX vs HBLIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTAAX vs. HBLIX 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. FTAAX (2.02B). 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 : 9.04 vs. FTAAX (8.52). FTAAX (15.24) and HBLIX (15.08) have equivalent 5 years return.
| 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 | 7.571 | 7.913 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.02B | 11.8B | 17% |
| Annual Yield % from dividends | 2.49 | 3.59 | 69% |
| Returns for 1 year | 8.52 | 9.04 | 94% |
| Returns for 3 years | 1.15 | 4.53 | 25% |
| Returns for 5 years | 15.24 | 15.08 | 101% |
| Returns for 10 years | 33.27 | 40.95 | 81% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers