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FTANX vs HBLFX
FTANX vs HBLFX Comparison
Open Charts FTANX vs HBLFX
Fidelity Asset Manager 30%
Price$11.91
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.94B
Hartford Balanced Income F
Price$14.29
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.64B
FTANX vs HBLFX Comparison Chart
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FTANX vs. HBLFX commentary
May 11, 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 HBLFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.6B vs. FTANX (1.94B). HBLFX pays higher dividends than FTANX: HBLFX (3.73) vs FTANX (2.99). FTANX was incepted earlier than HBLFX: FTANX (18 years) vs HBLFX (8 years). HBLFX (0.56) is less costly to investors than FTANX (0.51). HBLFX is a more actively managed with annual turnover of: 61.00 vs. FTANX (19.00). FTANX has a lower initial minimum investment than HBLFX: FTANX (0) vs HBLFX (1000000). FTANX annual gain was more profitable for investors over the last year : 5.53 vs. HBLFX (2.63). FTANX return over 5 years is better than : 21.09 vs. HBLFX (19.85).
| FTANX | HBLFX | FTANX / HBLFX | |
| Total Expense Ratio | 0.51 | 0.56 | 91% |
| Annual Report Gross Expense Ratio | 0.51 | 0.56 | 91% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 1.423 | 1.746 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.94B | 11.6B | 17% |
| Annual Yield % from dividends | 2.99 | 3.73 | 80% |
| Returns for 1 year | 5.53 | 2.63 | 211% |
| Returns for 3 years | 13.26 | 9.97 | 133% |
| Returns for 5 years | 21.09 | 19.85 | 106% |
| Returns for 10 years | 34.54 | N/A | - |
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