Ad is loading...
FTAAX vs HBLRX
FTAAX vs HBLRX Comparison
Open Charts FTAAX vs HBLRX
Fidelity Advisor Asset Manager 30% A
Price$11.96
Change-$0.15 (-1.24%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$14.33
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
FTAAX vs HBLRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTAAX vs. HBLRX commentary
Dec 19, 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 StrongBuy and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. FTAAX (2.02B). 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 (8.52) and HBLRX (8.40) have marching annual gain over last year. FTAAX return over 5 years is better than : 15.24 vs. HBLRX (12.02).
| 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 | 7.571 | 7.224 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.02B | 11.8B | 17% |
| Annual Yield % from dividends | 2.49 | 2.97 | 84% |
| Returns for 1 year | 8.52 | 8.40 | 101% |
| Returns for 3 years | 1.15 | 2.58 | 45% |
| Returns for 5 years | 15.24 | 12.02 | 127% |
| Returns for 10 years | 33.27 | 34.24 | 97% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MBBB | 21.51 | N/A | N/A |
| VanEck Mdy's Aly BBB Corp Bd ETF | |||
| DFEM | 26.75 | -0.06 | -0.24% |
| Dimensional Emerging Markets Cr Eq 2 ETF | |||
| MPRO | 29.28 | -0.08 | -0.27% |
| Monarch ProCap ETF | |||
| TRND | 34.06 | -0.14 | -0.42% |
| Pacer Trendpilot Fund of Funds ETF | |||
| NANR | 52.98 | -0.52 | -0.97% |
| SPDR S&P® North American Natural Res ETF | |||