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FTANX vs HBLIX
FTANX vs HBLIX Comparison
Open Charts FTANX vs HBLIX
Fidelity Asset Manager 30%
Price$12.04
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets2B
Hartford Balanced Income I
Price$14.60
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
FTANX vs HBLIX Comparison Chart
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FTANX vs. HBLIX commentary
Feb 24, 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 StrongBuy and HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.1B vs. FTANX (2B). HBLIX pays higher dividends than FTANX: HBLIX (3.59) vs FTANX (2.79). FTANX was incepted earlier than HBLIX: FTANX (17 years) vs HBLIX (15 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. FTANX (22.00). FTANX has a lower initial minimum investment than HBLIX: FTANX (0) vs HBLIX (2000). FTANX annual gain was more profitable for investors over the last year : 7.54 vs. HBLIX (6.79). FTANX return over 5 years is better than : 16.12 vs. HBLIX (10.03).
| FTANX | HBLIX | FTANX / HBLIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 1.935 | 2.962 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2B | 12.1B | 17% |
| Annual Yield % from dividends | 2.79 | 3.59 | 78% |
| Returns for 1 year | 7.54 | 6.79 | 111% |
| Returns for 3 years | 6.64 | 5.38 | 123% |
| Returns for 5 years | 16.12 | 10.03 | 161% |
| Returns for 10 years | 35.11 | 36.36 | 97% |
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