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FTAAX vs HBLVX
FTAAX vs HBLVX Comparison
Open Charts FTAAX vs HBLVX
Fidelity Advisor Asset Manager 30% A
Price$12.10
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.45
Change+$0.04 (+0.26%)
VolumeN/A
CapitalizationN/A
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FTAAX vs HBLVX Comparison Chart
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FTAAX vs. HBLVX commentary
Nov 11, 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 HBLVX is a Sell.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.6B vs. FTAAX (1.99B). HBLVX pays higher dividends than FTAAX: HBLVX (3.62) vs FTAAX (2.49). FTAAX was incepted earlier than HBLVX: FTAAX (17 years) vs HBLVX (10 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. FTAAX (22.00). FTAAX (0) and HBLVX (0) have matching initial minimum investment requirements. HBLVX annual gain was more profitable for investors over the last year : 19.46 vs. FTAAX (14.95). HBLVX return over 5 years is better than : 18.81 vs. FTAAX (17.28).
| FTAAX | HBLVX | FTAAX / HBLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 7.482 | 9.493 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.99B | 12.6B | 16% |
| Annual Yield % from dividends | 2.49 | 3.62 | 69% |
| Returns for 1 year | 14.95 | 19.46 | 77% |
| Returns for 3 years | -0.56 | 0.15 | -384% |
| Returns for 5 years | 17.28 | 18.81 | 92% |
| Returns for 10 years | 29.52 | 42.46 | 70% |
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