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FTANX vs HBLCX
FTANX vs HBLCX Comparison
Open Charts FTANX vs HBLCX
Fidelity Asset Manager 30%
Price$11.95
Change-$0.15 (-1.24%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$13.97
Change-$0.21 (-1.48%)
VolumeN/A
CapitalizationN/A
FTANX vs HBLCX Comparison Chart
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FTANX vs. HBLCX 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 FTANX is a StrongBuy and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FTANX (2.02B). FTANX pays higher dividends than HBLCX: FTANX (2.79) vs HBLCX (2.65). FTANX was incepted earlier than HBLCX: FTANX (17 years) vs HBLCX (18 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. FTANX (22.00). FTANX has a lower initial minimum investment than HBLCX: FTANX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FTANX: HBLCX (2000) vs FTANX (500). FTANX annual gain was more profitable for investors over the last year : 8.74 vs. HBLCX (8.03). FTANX return over 5 years is better than : 16.91 vs. HBLCX (10.02).
| FTANX | HBLCX | FTANX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 7.825 | 6.933 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.02B | 11.8B | 17% |
| Annual Yield % from dividends | 2.79 | 2.65 | 105% |
| Returns for 1 year | 8.74 | 8.03 | 109% |
| Returns for 3 years | 1.99 | 1.39 | 143% |
| Returns for 5 years | 16.91 | 10.02 | 169% |
| Returns for 10 years | 37.32 | 29.33 | 127% |
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