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FTAAX vs HBLCX
FTAAX vs HBLCX Comparison
Open Charts FTAAX vs HBLCX
Fidelity Advisor Asset Manager 30% A
Price$12.94
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.07B
Hartford Balanced Income C
Price$14.44
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
FTAAX vs HBLCX Comparison Chart in %
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FTAAX vs. HBLCX commentary
Dec 27, 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 HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. FTAAX (2.07B). FTAAX (2.60) and HBLCX (2.54) have matching dividends . FTAAX was incepted earlier than HBLCX: FTAAX (18 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FTAAX (0.80). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FTAAX (19.00). 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 : 10.45 vs. HBLCX (5.42). FTAAX return over 5 years is better than : 15.68 vs. HBLCX (5.57).
| 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 | 19 years | - |
| Gain YTD | 11.201 | 5.817 | 193% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.07B | 11.7B | 18% |
| Annual Yield % from dividends | 2.60 | 2.54 | 102% |
| Returns for 1 year | 10.45 | 5.42 | 193% |
| Returns for 3 years | 25.92 | 14.84 | 175% |
| Returns for 5 years | 15.68 | 5.57 | 282% |
| Returns for 10 years | 49.40 | 34.92 | 141% |
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