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FTAAX vs HBLRX
FTAAX vs HBLRX Comparison
Open Charts FTAAX vs HBLRX
Fidelity Advisor Asset Manager 30% A
Price$11.92
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.98B
Hartford Balanced Income R3
Price$14.45
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
FTAAX vs HBLRX Comparison Chart
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FTAAX vs. HBLRX commentary
Jan 19, 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: 12.1B 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 (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 : 7.80 vs. HBLRX (5.60). FTAAX return over 5 years is better than : 14.01 vs. HBLRX (6.54).
| 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 | 0.676 | 1.332 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.99B | 12.1B | 16% |
| Annual Yield % from dividends | 2.49 | 2.97 | 84% |
| Returns for 1 year | 7.80 | 5.60 | 139% |
| Returns for 3 years | 2.25 | -0.72 | -313% |
| Returns for 5 years | 14.01 | 6.54 | 214% |
| Returns for 10 years | 31.91 | 29.77 | 107% |
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