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FTINX vs HBLCX
FTINX vs HBLCX Comparison
Open Charts FTINX vs HBLCX
Fidelity Advisor Asset Manager 30% I
Price$11.65
Change+$0.27 (+2.37%)
VolumeN/A
Net Assets1.95B
Hartford Balanced Income C
Price$13.76
Change+$0.35 (+2.61%)
VolumeN/A
Net Assets11.26B
FTINX vs HBLCX Comparison Chart
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FTINX vs. HBLCX commentary
Apr 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 FTINX is a Buy and HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.3B vs. FTINX (1.95B). FTINX pays higher dividends than HBLCX: FTINX (2.99) vs HBLCX (2.64). FTINX was incepted earlier than HBLCX: FTINX (18 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FTINX (0.54). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FTINX (22.00). FTINX has a lower initial minimum investment than HBLCX: FTINX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FTINX: HBLCX (2000) vs FTINX (500). FTINX annual gain was more profitable for investors over the last year : 0.63 vs. HBLCX (-2.56). FTINX return over 5 years is better than : 17.96 vs. HBLCX (9.34).
| FTINX | HBLCX | FTINX / HBLCX | |
| Total Expense Ratio | 0.54 | 1.64 | 33% |
| Annual Report Gross Expense Ratio | 0.54 | 1.64 | 33% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | -3.303 | -2.995 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 1.95B | 11.3B | 17% |
| Annual Yield % from dividends | 2.99 | 2.64 | 113% |
| Returns for 1 year | 0.63 | -2.56 | -25% |
| Returns for 3 years | 2.39 | -3.38 | -71% |
| Returns for 5 years | 17.96 | 9.34 | 192% |
| Returns for 10 years | 26.51 | 17.70 | 150% |
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