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FTAAX vs HBLCX
FTAAX vs HBLCX Comparison
Open Charts FTAAX vs HBLCX
Fidelity Advisor Asset Manager 30% A
Price$13.01
Change+$0.27 (+2.12%)
VolumeN/A
Net Assets2.23B
Hartford Balanced Income C
Price$14.55
Change-$0.20 (-1.36%)
VolumeN/A
Net Assets11.63B
FTAAX vs HBLCX Comparison Chart in %
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FTAAX vs. HBLCX 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 HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. FTAAX (2.23B). FTAAX (2.61) and HBLCX (2.51) have matching dividends . FTAAX was incepted earlier than HBLCX: FTAAX (18 years) vs HBLCX (20 years). HBLCX (1.64) is less costly to investors than FTAAX (0.80). HBLCX is a more actively managed with annual turnover of: 90.00 vs. FTAAX (24.00). FTAAX has a lower initial minimum investment than HBLCX: FTAAX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FTAAX: HBLCX (2000) vs FTAAX (500). FTAAX annual gain was more profitable for investors over the last year : 11.58 vs. HBLCX (5.20). FTAAX return over 5 years is better than : 16.45 vs. HBLCX (6.53).
| FTAAX | HBLCX | FTAAX / HBLCX | |
| Total Expense Ratio | 0.77 | 1.64 | 47% |
| Annual Report Gross Expense Ratio | 0.80 | 1.64 | 49% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 1.719 | 2.034 | 85% |
| Front Load | 6% | N/A | - |
| 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 | 2.51 | 104% |
| Returns for 1 year | 11.58 | 5.20 | 223% |
| Returns for 3 years | 25.41 | 12.82 | 198% |
| Returns for 5 years | 16.45 | 6.53 | 252% |
| Returns for 10 years | 55.92 | 41.23 | 136% |
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