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FTAAX vs HBLAX
FTAAX vs HBLAX Comparison
Open Charts FTAAX vs HBLAX
Fidelity Advisor Asset Manager 30% A
Price$13.01
Change+$0.27 (+2.12%)
VolumeN/A
Net Assets2.23B
Hartford Balanced Income A
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.64B
FTAAX vs HBLAX Comparison Chart in %
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FTAAX vs. HBLAX 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 FTAAX is a StrongBuy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. FTAAX (2.23B). HBLAX pays higher dividends than FTAAX: HBLAX (3.21) vs FTAAX (2.61). FTAAX was incepted earlier than HBLAX: FTAAX (18 years) vs HBLAX (20 years). HBLAX (0.89) is less costly to investors than FTAAX (0.80). HBLAX is a more actively managed with annual turnover of: 90.00 vs. FTAAX (24.00). FTAAX (6%) and HBLAX (6%) have equivalent initial investment costs. FTAAX has a lower initial minimum investment than HBLAX: FTAAX (0) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FTAAX: HBLAX (2000) vs FTAAX (500). FTAAX annual gain was more profitable for investors over the last year : 11.58 vs. HBLAX (6.08). FTAAX return over 5 years is better than : 16.45 vs. HBLAX (11.02).
| FTAAX | HBLAX | FTAAX / HBLAX | |
| Total Expense Ratio | 0.77 | 0.89 | 87% |
| Annual Report Gross Expense Ratio | 0.80 | 0.89 | 90% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 1.719 | 2.062 | 83% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.23B | 11.6B | 19% |
| Annual Yield % from dividends | 2.61 | 3.21 | 81% |
| Returns for 1 year | 11.58 | 6.08 | 191% |
| Returns for 3 years | 25.41 | 15.65 | 162% |
| Returns for 5 years | 16.45 | 11.02 | 149% |
| Returns for 10 years | 55.92 | 51.80 | 108% |
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