Interact to see
Advertisement
Advertisement
FTANX vs HBLIX
FTANX vs HBLIX Comparison
Open Charts FTANX vs HBLIX
Fidelity Asset Manager 30%
Price$12.69
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets2B
Hartford Balanced Income I
Price$15.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
FTANX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTANX vs. HBLIX commentary
Sep 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. FTANX (2B). HBLIX pays higher dividends than FTANX: HBLIX (3.50) vs FTANX (2.91). FTANX was incepted earlier than HBLIX: FTANX (18 years) vs HBLIX (16 years). HBLIX (0.65) is less costly to investors than FTANX (0.51). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FTANX (19.00). 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 : 8.00 vs. HBLIX (2.63). FTANX return over 5 years is better than : 21.30 vs. HBLIX (18.01).
| FTANX | HBLIX | FTANX / HBLIX | |
| Total Expense Ratio | 0.51 | 0.65 | 78% |
| Annual Report Gross Expense Ratio | 0.51 | 0.65 | 78% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 9.302 | 8.678 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2B | 12B | 17% |
| Annual Yield % from dividends | 2.91 | 3.50 | 83% |
| Returns for 1 year | 8.00 | 2.63 | 304% |
| Returns for 3 years | 24.42 | 20.01 | 122% |
| Returns for 5 years | 21.30 | 18.01 | 118% |
| Returns for 10 years | 49.10 | 51.17 | 96% |