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FTANX vs HBLCX
FTANX vs HBLCX Comparison
Open Charts FTANX vs HBLCX
Fidelity Asset Manager 30%
Price$11.91
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.98B
Hartford Balanced Income C
Price$14.10
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets12.1B
FTANX vs HBLCX Comparison Chart
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FTANX vs. HBLCX commentary
Jan 19, 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: 12.1B vs. FTANX (1.99B). 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 : 8.10 vs. HBLCX (5.09). FTANX return over 5 years is better than : 15.66 vs. HBLCX (4.44).
| 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 | 0.676 | 1.293 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 1.99B | 12.1B | 16% |
| Annual Yield % from dividends | 2.79 | 2.65 | 105% |
| Returns for 1 year | 8.10 | 5.09 | 159% |
| Returns for 3 years | 3.17 | -2.03 | -156% |
| Returns for 5 years | 15.66 | 4.44 | 353% |
| Returns for 10 years | 35.97 | 24.83 | 145% |
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