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FTANX vs HBLRX
FTANX vs HBLRX Comparison
Open Charts FTANX vs HBLRX
Fidelity Asset Manager 30%
Price$12.57
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2B
Hartford Balanced Income R3
Price$15.15
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.95B
FTANX vs HBLRX Comparison Chart in %
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FTANX vs. HBLRX commentary
Sep 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. FTANX (2B). FTANX (2.91) and HBLRX (2.88) have matching dividends . FTANX was incepted earlier than HBLRX: FTANX (18 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FTANX (0.51). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FTANX (19.00). FTANX (0) and HBLRX (0) have matching initial minimum investment requirements. FTANX annual gain was more profitable for investors over the last year : 7.91 vs. HBLRX (3.17). FTANX return over 5 years is better than : 19.66 vs. HBLRX (14.35).
| FTANX | HBLRX | FTANX / HBLRX | |
| Total Expense Ratio | 0.51 | 1.28 | 40% |
| Annual Report Gross Expense Ratio | 0.51 | 1.28 | 40% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 8.098 | 7.866 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2B | 12B | 17% |
| Annual Yield % from dividends | 2.91 | 2.88 | 101% |
| Returns for 1 year | 7.91 | 3.17 | 249% |
| Returns for 3 years | 22.61 | 17.36 | 130% |
| Returns for 5 years | 19.66 | 14.35 | 137% |
| Returns for 10 years | 47.74 | 43.10 | 111% |
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