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FFNIX vs HBLRX
FFNIX vs HBLRX Comparison
Open Charts FFNIX vs HBLRX
Fidelity Advisor Asset Manager 40% I
Price$14.37
Change+$0.22 (+1.55%)
VolumeN/A
Net Assets2.66B
Hartford Balanced Income R3
Price$14.93
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
FFNIX vs HBLRX Comparison Chart in %
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FFNIX vs. HBLRX 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. FFNIX (2.66B). HBLRX pays higher dividends than FFNIX: HBLRX (2.82) vs FFNIX (2.54). FFNIX was incepted earlier than HBLRX: FFNIX (18 years) vs HBLRX (16 years). HBLRX (1.28) is less costly to investors than FFNIX (0.55). HBLRX is a more actively managed with annual turnover of: 90.00 vs. FFNIX (27.00). FFNIX (0) and HBLRX (0) have matching initial minimum investment requirements. FFNIX annual gain was more profitable for investors over the last year : 12.56 vs. HBLRX (5.70). FFNIX return over 5 years is better than : 20.30 vs. HBLRX (8.92).
| FFNIX | HBLRX | FFNIX / HBLRX | |
| Total Expense Ratio | 0.53 | 1.28 | 41% |
| Annual Report Gross Expense Ratio | 0.55 | 1.28 | 43% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 2.131 | 1.981 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.66B | 11.6B | 23% |
| Annual Yield % from dividends | 2.54 | 2.82 | 90% |
| Returns for 1 year | 12.56 | 5.70 | 221% |
| Returns for 3 years | 29.76 | 14.29 | 208% |
| Returns for 5 years | 20.30 | 8.92 | 228% |
| Returns for 10 years | 71.36 | 47.10 | 152% |
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