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FFNAX vs HBLCX
FFNAX vs HBLCX Comparison
Open Charts FFNAX vs HBLCX
Fidelity Advisor Asset Manager 40% A
Price$14.37
Change+$0.22 (+1.55%)
VolumeN/A
Net Assets2.66B
Hartford Balanced Income C
Price$14.55
Change-$0.20 (-1.36%)
VolumeN/A
Net Assets11.63B
FFNAX vs HBLCX Comparison Chart in %
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FFNAX vs. HBLCX commentary
Feb 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. FFNAX (2.66B). HBLCX pays higher dividends than FFNAX: HBLCX (2.51) vs FFNAX (2.32). FFNAX was incepted earlier than HBLCX: FFNAX (18 years) vs HBLCX (20 years). HBLCX (1.64) is less costly to investors than FFNAX (0.80). HBLCX is a more actively managed with annual turnover of: 90.00 vs. FFNAX (27.00). 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 : 12.30 vs. HBLCX (5.20). FFNAX return over 5 years is better than : 18.79 vs. HBLCX (6.53).
| FFNAX | HBLCX | FFNAX / HBLCX | |
| Total Expense Ratio | 0.78 | 1.64 | 48% |
| Annual Report Gross Expense Ratio | 0.80 | 1.64 | 49% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 2.131 | 2.034 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.66B | 11.6B | 23% |
| Annual Yield % from dividends | 2.32 | 2.51 | 92% |
| Returns for 1 year | 12.30 | 5.20 | 236% |
| Returns for 3 years | 28.79 | 12.82 | 225% |
| Returns for 5 years | 18.79 | 6.53 | 288% |
| Returns for 10 years | 66.95 | 41.23 | 162% |
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