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FTANX vs HBLCX
FTANX vs HBLCX Comparison
Open Charts FTANX vs HBLCX
Fidelity Asset Manager 30%
Price$12.74
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets2.03B
Hartford Balanced Income C
Price$14.79
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.83B
FTANX vs HBLCX Comparison Chart in %
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FTANX vs. HBLCX commentary
Oct 16, 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 Hold and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FTANX (2.03B). FTANX pays higher dividends than HBLCX: FTANX (2.87) vs HBLCX (2.58). FTANX was incepted earlier than HBLCX: FTANX (18 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FTANX (0.51). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FTANX (19.00). 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 : 8.32 vs. HBLCX (1.75). FTANX return over 5 years is better than : 20.36 vs. HBLCX (11.64).
| FTANX | HBLCX | FTANX / HBLCX | |
| Total Expense Ratio | 0.51 | 1.64 | 31% |
| Annual Report Gross Expense Ratio | 0.51 | 1.64 | 31% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 9.723 | 8.236 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.03B | 11.8B | 17% |
| Annual Yield % from dividends | 2.87 | 2.58 | 111% |
| Returns for 1 year | 8.32 | 1.75 | 474% |
| Returns for 3 years | 30.55 | 23.53 | 130% |
| Returns for 5 years | 20.36 | 11.64 | 175% |
| Returns for 10 years | 48.16 | 35.16 | 137% |
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