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FTANX vs HBLCX
FTANX vs HBLCX Comparison
Open Charts FTANX vs HBLCX
Fidelity Asset Manager 30%
Price$11.97
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets1.94B
Hartford Balanced Income C
Price$14.04
Change-$0.15 (-1.06%)
VolumeN/A
Net Assets11.77B
FTANX vs HBLCX Comparison Chart
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FTANX vs. HBLCX commentary
May 22, 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 HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FTANX (1.94B). FTANX pays higher dividends than HBLCX: FTANX (2.99) vs HBLCX (2.67). 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 : 5.95 vs. HBLCX (1.96). FTANX return over 5 years is better than : 21.41 vs. HBLCX (13.85).
| 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 | 2.615 | 2.647 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 1.94B | 11.8B | 16% |
| Annual Yield % from dividends | 2.99 | 2.67 | 112% |
| Returns for 1 year | 5.95 | 1.96 | 304% |
| Returns for 3 years | 14.39 | 7.92 | 182% |
| Returns for 5 years | 21.41 | 13.85 | 155% |
| Returns for 10 years | 35.24 | 24.92 | 141% |
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