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FTAAX vs HBLRX
FTAAX vs HBLRX Comparison
Open Charts FTAAX vs HBLRX
Fidelity Advisor Asset Manager 30% A
Price$11.66
Change+$0.27 (+2.37%)
VolumeN/A
Net Assets1.95B
Hartford Balanced Income R3
Price$14.10
Change+$0.36 (+2.62%)
VolumeN/A
Net Assets11.26B
FTAAX vs HBLRX Comparison Chart
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FTAAX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.3B vs. FTAAX (1.95B). HBLRX pays higher dividends than FTAAX: HBLRX (2.96) vs FTAAX (2.73). 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 (22.00). FTAAX (0) and HBLRX (0) have matching initial minimum investment requirements. FTAAX annual gain was more profitable for investors over the last year : 0.37 vs. HBLRX (-2.12). FTAAX return over 5 years is better than : 16.43 vs. HBLRX (11.58).
| 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 | -3.364 | -2.901 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.95B | 11.3B | 17% |
| Annual Yield % from dividends | 2.73 | 2.96 | 92% |
| Returns for 1 year | 0.37 | -2.12 | -18% |
| Returns for 3 years | 1.72 | -2.14 | -80% |
| Returns for 5 years | 16.43 | 11.58 | 142% |
| Returns for 10 years | 23.42 | 22.32 | 105% |
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