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FFNIX vs HBLCX
FFNIX vs HBLCX Comparison
Open Charts FFNIX vs HBLCX
Fidelity Advisor Asset Manager 40% I
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
FFNIX vs HBLCX Comparison Chart in %
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FFNIX 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 FFNIX is a StrongBuy and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. FFNIX (2.66B). FFNIX (2.54) and HBLCX (2.51) have matching dividends . FFNIX was incepted earlier than HBLCX: FFNIX (18 years) vs HBLCX (20 years). HBLCX (1.64) is less costly to investors than FFNIX (0.55). HBLCX is a more actively managed with annual turnover of: 90.00 vs. FFNIX (27.00). FFNIX has a lower initial minimum investment than HBLCX: FFNIX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FFNIX: HBLCX (2000) vs FFNIX (500). FFNIX annual gain was more profitable for investors over the last year : 12.56 vs. HBLCX (5.20). FFNIX return over 5 years is better than : 20.30 vs. HBLCX (6.53).
| FFNIX | HBLCX | FFNIX / HBLCX | |
| Total Expense Ratio | 0.53 | 1.64 | 32% |
| Annual Report Gross Expense Ratio | 0.55 | 1.64 | 34% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 2.131 | 2.034 | 105% |
| Front Load | N/A | 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 | 2.54 | 2.51 | 102% |
| Returns for 1 year | 12.56 | 5.20 | 241% |
| Returns for 3 years | 29.76 | 12.82 | 232% |
| Returns for 5 years | 20.30 | 6.53 | 311% |
| Returns for 10 years | 71.36 | 41.23 | 173% |
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