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FFNAX vs HBLCX
FFNAX vs HBLCX Comparison
Open Charts FFNAX vs HBLCX
Fidelity Advisor Asset Manager 40% A
Price$13.93
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets2.36B
Hartford Balanced Income C
Price$14.75
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.95B
FFNAX vs HBLCX Comparison Chart in %
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FFNAX vs. HBLCX commentary
Sep 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 FFNAX is a Buy and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. FFNAX (2.36B). HBLCX pays higher dividends than FFNAX: HBLCX (2.58) vs FFNAX (2.32). FFNAX was incepted earlier than HBLCX: FFNAX (18 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FFNAX (0.78). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FFNAX (13.00). FFNAX has a lower initial minimum investment than HBLCX: FFNAX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FFNAX: HBLCX (2000) vs FFNAX (500). FFNAX annual gain was more profitable for investors over the last year : 9.10 vs. HBLCX (2.71). FFNAX return over 5 years is better than : 22.51 vs. HBLCX (12.09).
| FFNAX | HBLCX | FFNAX / HBLCX | |
| Total Expense Ratio | 0.78 | 1.64 | 48% |
| Annual Report Gross Expense Ratio | 0.78 | 1.64 | 48% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 9.006 | 7.624 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.36B | 12B | 20% |
| Annual Yield % from dividends | 2.32 | 2.58 | 90% |
| Returns for 1 year | 9.10 | 2.71 | 336% |
| Returns for 3 years | 25.02 | 15.89 | 157% |
| Returns for 5 years | 22.51 | 12.09 | 186% |
| Returns for 10 years | 52.93 | 37.68 | 140% |
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