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FTANX vs HBLCX
FTANX vs HBLCX Comparison
Open Charts FTANX vs HBLCX
Fidelity Asset Manager 30%
Price$12.13
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets1.97B
Hartford Balanced Income C
Price$14.31
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets11.79B
FTANX vs HBLCX Comparison Chart
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FTANX vs. HBLCX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FTANX (1.97B). FTANX pays higher dividends than HBLCX: FTANX (2.96) vs HBLCX (2.65). 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 : 6.43 vs. HBLCX (3.54). FTANX return over 5 years is better than : 19.76 vs. HBLCX (11.89).
| 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 | 3.518 | 3.515 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 1.97B | 11.8B | 17% |
| Annual Yield % from dividends | 2.96 | 2.65 | 112% |
| Returns for 1 year | 6.43 | 3.54 | 181% |
| Returns for 3 years | 19.25 | 13.04 | 148% |
| Returns for 5 years | 19.76 | 11.89 | 166% |
| Returns for 10 years | 37.67 | 27.67 | 136% |
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