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FTAAX vs HBLRX
FTAAX vs HBLRX Comparison
Open Charts FTAAX vs HBLRX
Fidelity Advisor Asset Manager 30% A
Price$11.95
Change-$0.05 (-0.42%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$15.11
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
FTAAX vs HBLRX Comparison Chart
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FTAAX vs. HBLRX commentary
Nov 18, 2024
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: 12.4B vs. FTAAX (1.99B). HBLRX pays higher dividends than FTAAX: HBLRX (2.97) vs FTAAX (2.49). FTAAX was incepted earlier than HBLRX: FTAAX (17 years) vs HBLRX (14 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. HBLRX annual gain was more profitable for investors over the last year : 14.78 vs. FTAAX (11.46). FTAAX return over 5 years is better than : 15.21 vs. HBLRX (13.15).
| FTAAX | HBLRX | FTAAX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 6.150 | 7.437 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.99B | 12.4B | 16% |
| Annual Yield % from dividends | 2.49 | 2.97 | 84% |
| Returns for 1 year | 11.46 | 14.78 | 78% |
| Returns for 3 years | -1.19 | -2.18 | 55% |
| Returns for 5 years | 15.21 | 13.15 | 116% |
| Returns for 10 years | 27.80 | 32.75 | 85% |
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