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FTAAX vs HBLIX
FTAAX vs HBLIX Comparison
Open Charts FTAAX vs HBLIX
Fidelity Advisor Asset Manager 30% A
Price$12.68
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets2.06B
Hartford Balanced Income I
Price$14.97
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.59B
FTAAX vs HBLIX Comparison Chart in %
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FTAAX vs. HBLIX commentary
Nov 20, 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 Hold and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. FTAAX (2.06B). HBLIX pays higher dividends than FTAAX: HBLIX (3.51) vs FTAAX (2.57). FTAAX was incepted earlier than HBLIX: FTAAX (18 years) vs HBLIX (16 years). FTAAX (0.79) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FTAAX (19.00). FTAAX has a lower initial minimum investment than HBLIX: FTAAX (0) vs HBLIX (2000). FTAAX annual gain was more profitable for investors over the last year : 8.51 vs. HBLIX (3.25). FTAAX return over 5 years is better than : 16.17 vs. HBLIX (13.82).
| FTAAX | HBLIX | FTAAX / HBLIX | |
| Total Expense Ratio | 0.79 | 0.65 | 122% |
| Annual Report Gross Expense Ratio | 0.79 | 0.65 | 122% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 9.247 | 8.620 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.06B | 11.6B | 18% |
| Annual Yield % from dividends | 2.57 | 3.51 | 73% |
| Returns for 1 year | 8.51 | 3.25 | 262% |
| Returns for 3 years | 23.70 | 17.25 | 137% |
| Returns for 5 years | 16.17 | 13.82 | 117% |
| Returns for 10 years | 43.28 | 46.19 | 94% |
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