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FTANX vs HBLCX
FTANX vs HBLCX Comparison
Open Charts FTANX vs HBLCX
Fidelity Asset Manager 30%
Price$11.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.95B
Hartford Balanced Income C
Price$13.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
FTANX vs HBLCX Comparison Chart
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FTANX vs. HBLCX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.5B vs. FTANX (1.95B). FTANX pays higher dividends than HBLCX: FTANX (3.01) vs HBLCX (2.64). 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 (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 : 5.12 vs. HBLCX (3.12). FTANX return over 5 years is better than : 19.60 vs. HBLCX (10.80).
| 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 | -1.085 | -0.319 | 340% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 1.95B | 11.5B | 17% |
| Annual Yield % from dividends | 3.01 | 2.64 | 114% |
| Returns for 1 year | 5.12 | 3.12 | 164% |
| Returns for 3 years | 5.94 | 0.76 | 779% |
| Returns for 5 years | 19.60 | 10.80 | 181% |
| Returns for 10 years | 30.02 | 20.68 | 145% |
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