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FTANX vs HBLIX
FTANX vs HBLIX Comparison
Open Charts FTANX vs HBLIX
Fidelity Asset Manager 30%
Price$12.42
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.99B
Hartford Balanced Income I
Price$14.78
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.81B
FTANX vs HBLIX Comparison Chart in %
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FTANX vs. HBLIX commentary
Aug 08, 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: 11.8B vs. FTANX (1.99B). HBLIX pays higher dividends than FTANX: HBLIX (3.58) vs FTANX (2.92). FTANX was incepted earlier than HBLIX: FTANX (18 years) vs HBLIX (15 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 : 9.33 vs. HBLIX (5.36). FTANX return over 5 years is better than : 18.02 vs. HBLIX (14.44).
| 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 | 15 years | - |
| Gain YTD | 6.424 | 6.020 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.99B | 11.8B | 17% |
| Annual Yield % from dividends | 2.92 | 3.58 | 82% |
| Returns for 1 year | 9.33 | 5.36 | 174% |
| Returns for 3 years | 16.49 | 12.82 | 129% |
| Returns for 5 years | 18.02 | 14.44 | 125% |
| Returns for 10 years | 42.02 | 42.86 | 98% |
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