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FTAAX vs HBLRX
FTAAX vs HBLRX Comparison
Open Charts FTAAX vs HBLRX
Fidelity Advisor Asset Manager 30% A
Price$12.68
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets2.06B
Hartford Balanced Income R3
Price$15.07
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.58B
FTAAX vs HBLRX Comparison Chart in %
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FTAAX vs. HBLRX 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. FTAAX (2.06B). HBLRX pays higher dividends than FTAAX: HBLRX (2.90) vs FTAAX (2.57). FTAAX was incepted earlier than HBLRX: FTAAX (18 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FTAAX (0.79). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FTAAX (19.00). FTAAX (0) and HBLRX (0) have matching initial minimum investment requirements. FTAAX annual gain was more profitable for investors over the last year : 9.04 vs. HBLRX (2.58). FTAAX return over 5 years is better than : 16.45 vs. HBLRX (10.50).
| FTAAX | HBLRX | FTAAX / HBLRX | |
| Total Expense Ratio | 0.79 | 1.28 | 62% |
| Annual Report Gross Expense Ratio | 0.79 | 1.28 | 62% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 9.506 | 8.067 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.06B | 11.6B | 18% |
| Annual Yield % from dividends | 2.57 | 2.90 | 89% |
| Returns for 1 year | 9.04 | 2.58 | 350% |
| Returns for 3 years | 24.00 | 15.22 | 158% |
| Returns for 5 years | 16.45 | 10.50 | 157% |
| Returns for 10 years | 43.62 | 38.91 | 112% |
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