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FTANX vs HBLIX
FTANX vs HBLIX Comparison
Open Charts FTANX vs HBLIX
Fidelity Asset Manager 30%
Price$11.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.95B
Hartford Balanced Income I
Price$14.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
FTANX vs HBLIX Comparison Chart
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FTANX vs. HBLIX 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.5B vs. FTANX (1.95B). HBLIX pays higher dividends than FTANX: HBLIX (3.60) vs FTANX (3.01). 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 (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 : 5.12 vs. HBLIX (4.21). FTANX return over 5 years is better than : 19.60 vs. HBLIX (16.32).
| 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 | -1.085 | 0.015 | -7,018% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.95B | 11.5B | 17% |
| Annual Yield % from dividends | 3.01 | 3.60 | 84% |
| Returns for 1 year | 5.12 | 4.21 | 122% |
| Returns for 3 years | 5.94 | 3.99 | 149% |
| Returns for 5 years | 19.60 | 16.32 | 120% |
| Returns for 10 years | 30.02 | 31.87 | 94% |
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