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FTINX vs HBLCX
FTINX vs HBLCX Comparison
Open Charts FTINX vs HBLCX
Fidelity Advisor Asset Manager 30% I
Price$12.41
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.99B
Hartford Balanced Income C
Price$14.47
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.81B
FTINX vs HBLCX Comparison Chart in %
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FTINX vs. HBLCX commentary
Aug 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 FTINX is a Buy and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FTINX (1.99B). FTINX pays higher dividends than HBLCX: FTINX (2.90) 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 (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 : 8.85 vs. HBLCX (4.00). FTINX return over 5 years is better than : 17.65 vs. HBLCX (8.99).
| 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 | 6.225 | 5.512 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 1.99B | 11.8B | 17% |
| Annual Yield % from dividends | 2.90 | 2.64 | 110% |
| Returns for 1 year | 8.85 | 4.00 | 221% |
| Returns for 3 years | 16.52 | 9.81 | 169% |
| Returns for 5 years | 17.65 | 8.99 | 196% |
| Returns for 10 years | 41.26 | 31.29 | 132% |
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