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FBFZX vs HBLTX
FBFZX vs HBLTX Comparison
Open Charts FBFZX vs HBLTX
Franklin Managed Income Adv
Price$12.91
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets3.35B
Hartford Balanced Income R5
Price$15.15
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FBFZX vs HBLTX Comparison Chart in %
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FBFZX vs. HBLTX commentary
Oct 19, 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 StrongBuy and HBLTX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. FBFZX (3.35B). FBFZX pays higher dividends than HBLTX: FBFZX (4.50) vs HBLTX (3.47). FBFZX was incepted earlier than HBLTX: FBFZX (19 years) vs HBLTX (15 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 : 3.63 vs. HBLTX (2.40). FBFZX return over 5 years is better than : 30.28 vs. HBLTX (17.22).
| FBFZX | HBLTX | FBFZX / HBLTX | |
| Total Expense Ratio | 0.65 | 0.66 | 98% |
| Annual Report Gross Expense Ratio | 0.66 | 0.66 | 100% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 8.297 | 8.975 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 11.8B | 28% |
| Annual Yield % from dividends | 4.50 | 3.47 | 130% |
| Returns for 1 year | 3.63 | 2.40 | 151% |
| Returns for 3 years | 28.97 | 25.08 | 116% |
| Returns for 5 years | 30.28 | 17.22 | 176% |
| Returns for 10 years | 53.72 | 48.28 | 111% |
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