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FTAAX vs HBLRX
FTAAX vs HBLRX Comparison
Open Charts FTAAX vs HBLRX
Fidelity Advisor Asset Manager 30% A
Price$12.05
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets2B
Hartford Balanced Income R3
Price$14.67
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
FTAAX vs HBLRX Comparison Chart
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FTAAX vs. HBLRX commentary
Feb 23, 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 StrongBuy and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.1B vs. FTAAX (2B). HBLRX pays higher dividends than FTAAX: HBLRX (2.97) vs FTAAX (2.49). FTAAX was incepted earlier than HBLRX: FTAAX (17 years) vs HBLRX (15 years). HBLRX is a more actively managed with annual turnover of: 57.00 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 : 7.24 vs. HBLRX (6.15). FTAAX return over 5 years is better than : 14.36 vs. HBLRX (7.17).
| FTAAX | HBLRX | FTAAX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 1.909 | 2.875 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2B | 12.1B | 17% |
| Annual Yield % from dividends | 2.49 | 2.97 | 84% |
| Returns for 1 year | 7.24 | 6.15 | 118% |
| Returns for 3 years | 5.77 | 3.47 | 167% |
| Returns for 5 years | 14.36 | 7.17 | 200% |
| Returns for 10 years | 31.19 | 29.93 | 104% |
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