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FTAAX vs HBLIX
FTAAX vs HBLIX Comparison
Open Charts FTAAX vs HBLIX
Fidelity Advisor Asset Manager 30% A
Price$11.66
Change+$0.27 (+2.37%)
VolumeN/A
Net Assets1.95B
Hartford Balanced Income I
Price$14.02
Change+$0.36 (+2.64%)
VolumeN/A
Net Assets11.26B
FTAAX vs HBLIX Comparison Chart
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FTAAX vs. HBLIX 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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.3B vs. FTAAX (1.95B). HBLIX pays higher dividends than FTAAX: HBLIX (3.60) vs FTAAX (2.73). FTAAX was incepted earlier than HBLIX: FTAAX (18 years) vs HBLIX (15 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 (22.00). 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 : 0.37 vs. HBLIX (-1.50). FTAAX return over 5 years is better than : 16.43 vs. HBLIX (14.73).
| 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 | 15 years | - |
| Gain YTD | -3.364 | -2.761 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.95B | 11.3B | 17% |
| Annual Yield % from dividends | 2.73 | 3.60 | 76% |
| Returns for 1 year | 0.37 | -1.50 | -25% |
| Returns for 3 years | 1.72 | -0.35 | -491% |
| Returns for 5 years | 16.43 | 14.73 | 112% |
| Returns for 10 years | 23.42 | 28.49 | 82% |
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