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FTAAX vs HBLAX
FTAAX vs HBLAX Comparison
Open Charts FTAAX vs HBLAX
Fidelity Advisor Asset Manager 30% A
Price$12.77
Change-$0.09 (-0.70%)
VolumeN/A
Net Assets2.06B
Hartford Balanced Income A
Price$15.07
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
FTAAX vs HBLAX Comparison Chart in %
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FTAAX vs. HBLAX 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 FTAAX is a StrongBuy and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. FTAAX (2.06B). HBLAX pays higher dividends than FTAAX: HBLAX (3.29) vs FTAAX (2.57). 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 : 9.49 vs. HBLAX (3.69). FTAAX return over 5 years is better than : 18.10 vs. HBLAX (14.22).
| 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 | 10.512 | 9.591 | 110% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.06B | 11.7B | 18% |
| Annual Yield % from dividends | 2.57 | 3.29 | 78% |
| Returns for 1 year | 9.49 | 3.69 | 257% |
| Returns for 3 years | 25.14 | 18.49 | 136% |
| Returns for 5 years | 18.10 | 14.22 | 127% |
| Returns for 10 years | 46.34 | 46.92 | 99% |
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