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FTANX vs HBLSX
FTANX vs HBLSX Comparison
Open Charts FTANX vs HBLSX
Fidelity Asset Manager 30%
Price$11.91
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.94B
Hartford Balanced Income R4
Price$14.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
FTANX vs HBLSX Comparison Chart
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FTANX vs. HBLSX commentary
May 11, 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. FTANX (1.94B). HBLSX pays higher dividends than FTANX: HBLSX (3.30) vs FTANX (2.99). FTANX was incepted earlier than HBLSX: FTANX (18 years) vs HBLSX (15 years). HBLSX (0.96) is less costly to investors than FTANX (0.51). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FTANX (19.00). FTANX (0) and HBLSX (0) have matching initial minimum investment requirements. FTANX annual gain was more profitable for investors over the last year : 5.53 vs. HBLSX (2.19). FTANX return over 5 years is better than : 21.09 vs. HBLSX (17.70).
| FTANX | HBLSX | FTANX / HBLSX | |
| Total Expense Ratio | 0.51 | 0.96 | 53% |
| Annual Report Gross Expense Ratio | 0.51 | 0.96 | 53% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 1.423 | 1.554 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.94B | 11.6B | 17% |
| Annual Yield % from dividends | 2.99 | 3.30 | 90% |
| Returns for 1 year | 5.53 | 2.19 | 252% |
| Returns for 3 years | 13.26 | 8.71 | 152% |
| Returns for 5 years | 21.09 | 17.70 | 119% |
| Returns for 10 years | 34.54 | 32.02 | 108% |
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