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FTINX vs HBLCX
FTINX vs HBLCX Comparison
Open Charts FTINX vs HBLCX
Fidelity Advisor Asset Manager 30% I
Price$12.14
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.97B
Hartford Balanced Income C
Price$14.22
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets11.76B
FTINX vs HBLCX Comparison Chart
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FTINX vs. HBLCX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FTINX (1.97B). FTINX pays higher dividends than HBLCX: FTINX (2.95) vs HBLCX (2.65). 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 (19.00). 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 : 6.55 vs. HBLCX (2.75). FTINX return over 5 years is better than : 18.29 vs. HBLCX (8.21).
| 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 | 3.458 | 3.081 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 1.97B | 11.8B | 17% |
| Annual Yield % from dividends | 2.95 | 2.65 | 112% |
| Returns for 1 year | 6.55 | 2.75 | 238% |
| Returns for 3 years | 13.60 | 5.77 | 236% |
| Returns for 5 years | 18.29 | 8.21 | 223% |
| Returns for 10 years | 37.21 | 27.62 | 135% |
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