Interact to see
Advertisement
Advertisement
FFNIX vs HBLRX
FFNIX vs HBLRX Comparison
Open Charts FFNIX vs HBLRX
Fidelity Advisor Asset Manager 40% I
Price$14.21
Change-$0.12 (-0.84%)
VolumeN/A
Net Assets2.47B
Hartford Balanced Income R3
Price$15.16
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.68B
FFNIX vs HBLRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FFNIX vs. HBLRX commentary
Nov 14, 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 FFNIX is a StrongBuy and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. FFNIX (2.48B). HBLRX pays higher dividends than FFNIX: HBLRX (2.90) vs FFNIX (2.50). FFNIX was incepted earlier than HBLRX: FFNIX (18 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FFNIX (0.53). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FFNIX (13.00). FFNIX (0) and HBLRX (0) have matching initial minimum investment requirements. FFNIX annual gain was more profitable for investors over the last year : 11.48 vs. HBLRX (2.92). FFNIX return over 5 years is better than : 24.28 vs. HBLRX (11.67).
| FFNIX | HBLRX | FFNIX / HBLRX | |
| Total Expense Ratio | 0.53 | 1.28 | 41% |
| Annual Report Gross Expense Ratio | 0.53 | 1.28 | 41% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 12.717 | 8.712 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.48B | 11.7B | 21% |
| Annual Yield % from dividends | 2.50 | 2.90 | 86% |
| Returns for 1 year | 11.48 | 2.92 | 393% |
| Returns for 3 years | 30.63 | 16.97 | 180% |
| Returns for 5 years | 24.28 | 11.67 | 208% |
| Returns for 10 years | 60.52 | 40.78 | 148% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CAMX | 31.14 | 0.36 | +1.16% |
| Cambiar Aggressive Value ETF | |||
| LFAW | 183.47 | N/A | N/A |
| LifeX 2060 Longevity Income ETF | |||
| FMCE | 26.70 | N/A | N/A |
| FM Compounders Equity ETF | |||
| IQSU | 53.55 | -0.90 | -1.65% |
| NYLI Candriam U.S. Large Cap Equity ETF | |||
| PTA | 19.49 | -0.37 | -1.86% |
| Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund | |||