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FBFZX vs HBLTX
FBFZX vs HBLTX Comparison
Open Charts FBFZX vs HBLTX
Franklin Managed Income Adv
Price$13.07
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets3.37B
Hartford Balanced Income R5
Price$14.87
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
FBFZX vs HBLTX Comparison Chart in %
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FBFZX vs. HBLTX commentary
Dec 27, 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 FBFZX is a Hold and HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. FBFZX (3.37B). FBFZX pays higher dividends than HBLTX: FBFZX (4.60) vs HBLTX (3.41). FBFZX was incepted earlier than HBLTX: FBFZX (20 years) vs HBLTX (16 years). FBFZX (0.66) and HBLTX (0.66) have similar cost to investors . HBLTX is a more actively managed with annual turnover of: 61.00 vs. FBFZX (31.92). HBLTX has a lower initial minimum investment than FBFZX: HBLTX (0) vs FBFZX (100000). FBFZX annual gain was more profitable for investors over the last year : 9.62 vs. HBLTX (6.55). FBFZX return over 5 years is better than : 26.82 vs. HBLTX (11.15).
| FBFZX | HBLTX | FBFZX / HBLTX | |
| Total Expense Ratio | 0.65 | 0.66 | 98% |
| Annual Report Gross Expense Ratio | 0.66 | 0.66 | 100% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 10.065 | 6.961 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.37B | 11.7B | 29% |
| Annual Yield % from dividends | 4.60 | 3.41 | 135% |
| Returns for 1 year | 9.62 | 6.55 | 147% |
| Returns for 3 years | 23.38 | 18.48 | 127% |
| Returns for 5 years | 26.82 | 11.15 | 240% |
| Returns for 10 years | 57.85 | 48.07 | 120% |
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