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FTANX vs HBLAX
FTANX vs HBLAX Comparison
Open Charts FTANX vs HBLAX
Fidelity Asset Manager 30%
Price$11.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.95B
Hartford Balanced Income A
Price$14.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
FTANX vs HBLAX Comparison Chart
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FTANX vs. HBLAX commentary
Apr 18, 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 FTANX is a Buy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.5B vs. FTANX (1.95B). HBLAX pays higher dividends than FTANX: HBLAX (3.37) vs FTANX (3.01). FTANX was incepted earlier than HBLAX: FTANX (18 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than FTANX (0.51). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FTANX (22.00). FTANX has a lower initial minimum investment than HBLAX: FTANX (0) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FTANX: HBLAX (2000) vs FTANX (500). FTANX annual gain was more profitable for investors over the last year : 5.12 vs. HBLAX (4.03). FTANX return over 5 years is better than : 19.60 vs. HBLAX (15.03).
| FTANX | HBLAX | FTANX / HBLAX | |
| Total Expense Ratio | 0.51 | 0.89 | 57% |
| Annual Report Gross Expense Ratio | 0.51 | 0.89 | 57% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | -1.085 | -0.042 | 2,561% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 1.95B | 11.5B | 17% |
| Annual Yield % from dividends | 3.01 | 3.37 | 89% |
| Returns for 1 year | 5.12 | 4.03 | 127% |
| Returns for 3 years | 5.94 | 3.30 | 180% |
| Returns for 5 years | 19.60 | 15.03 | 130% |
| Returns for 10 years | 30.02 | 29.16 | 103% |
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