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FFNAX vs HBLCX
FFNAX vs HBLCX Comparison
Open Charts FFNAX vs HBLCX
Fidelity Advisor Asset Manager 40% A
Price$14.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.41B
Hartford Balanced Income C
Price$14.75
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FFNAX vs HBLCX Comparison Chart in %
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FFNAX vs. HBLCX commentary
Oct 21, 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 StrongBuy and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FFNAX (2.41B). HBLCX pays higher dividends than FFNAX: HBLCX (2.58) vs FFNAX (2.27). 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 : 9.48 vs. HBLCX (1.35). FFNAX return over 5 years is better than : 23.37 vs. HBLCX (11.49).
| 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 | 11.105 | 8.089 | 137% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.41B | 11.8B | 20% |
| Annual Yield % from dividends | 2.27 | 2.58 | 88% |
| Returns for 1 year | 9.48 | 1.35 | 705% |
| Returns for 3 years | 32.47 | 21.22 | 153% |
| Returns for 5 years | 23.37 | 11.49 | 203% |
| Returns for 10 years | 54.13 | 35.29 | 153% |
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