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FTANX vs HBLRX
FTANX vs HBLRX Comparison
Open Charts FTANX vs HBLRX
Fidelity Asset Manager 30%
Price$11.92
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.94B
Hartford Balanced Income R3
Price$14.39
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets11.69B
FTANX vs HBLRX Comparison Chart
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FTANX vs. HBLRX commentary
May 06, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. FTANX (1.94B). HBLRX (2.99) and FTANX (2.99) 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 : 7.03 vs. HBLRX (3.94). FTANX return over 5 years is better than : 22.52 vs. HBLRX (16.86).
| 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 | 1.508 | 1.693 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.94B | 11.7B | 17% |
| Annual Yield % from dividends | 2.99 | 2.99 | 100% |
| Returns for 1 year | 7.03 | 3.94 | 178% |
| Returns for 3 years | 10.94 | 6.51 | 168% |
| Returns for 5 years | 22.52 | 16.86 | 134% |
| Returns for 10 years | 34.78 | 28.96 | 120% |
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