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FTAAX vs HBLAX
FTAAX vs HBLAX Comparison
Open Charts FTAAX vs HBLAX
Fidelity Advisor Asset Manager 30% A
Price$12.85
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets2.07B
Hartford Balanced Income A
Price$15.28
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
FTAAX vs HBLAX Comparison Chart in %
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FTAAX vs. HBLAX commentary
Dec 04, 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 FTAAX is a StrongBuy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. FTAAX (2.07B). HBLAX pays higher dividends than FTAAX: HBLAX (3.23) vs FTAAX (2.60). FTAAX was incepted earlier than HBLAX: FTAAX (18 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than FTAAX (0.79). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FTAAX (19.00). 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 : 7.81 vs. HBLAX (2.61). FTAAX return over 5 years is better than : 15.92 vs. HBLAX (12.47).
| FTAAX | HBLAX | FTAAX / HBLAX | |
| Total Expense Ratio | 0.79 | 0.89 | 89% |
| Annual Report Gross Expense Ratio | 0.79 | 0.89 | 89% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 10.168 | 9.808 | 104% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.07B | 11.8B | 18% |
| Annual Yield % from dividends | 2.60 | 3.23 | 80% |
| Returns for 1 year | 7.81 | 2.61 | 299% |
| Returns for 3 years | 21.89 | 14.68 | 149% |
| Returns for 5 years | 15.92 | 12.47 | 128% |
| Returns for 10 years | 44.63 | 45.23 | 99% |
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