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FTAAX vs HBLIX
FTAAX vs HBLIX Comparison
Open Charts FTAAX vs HBLIX
Fidelity Advisor Asset Manager 30% A
Price$12.77
Change-$0.09 (-0.70%)
VolumeN/A
Net Assets2.06B
Hartford Balanced Income I
Price$15.08
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
FTAAX vs HBLIX Comparison Chart in %
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FTAAX vs. HBLIX 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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. FTAAX (2.06B). HBLIX pays higher dividends than FTAAX: HBLIX (3.51) vs FTAAX (2.57). FTAAX was incepted earlier than HBLIX: FTAAX (18 years) vs HBLIX (16 years). FTAAX (0.79) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FTAAX (19.00). FTAAX has a lower initial minimum investment than HBLIX: FTAAX (0) vs HBLIX (2000). FTAAX annual gain was more profitable for investors over the last year : 9.49 vs. HBLIX (3.94). FTAAX return over 5 years is better than : 18.10 vs. HBLIX (15.56).
| FTAAX | HBLIX | FTAAX / HBLIX | |
| Total Expense Ratio | 0.79 | 0.65 | 122% |
| Annual Report Gross Expense Ratio | 0.79 | 0.65 | 122% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 10.512 | 9.852 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.06B | 11.7B | 18% |
| Annual Yield % from dividends | 2.57 | 3.51 | 73% |
| Returns for 1 year | 9.49 | 3.94 | 241% |
| Returns for 3 years | 25.14 | 19.42 | 129% |
| Returns for 5 years | 18.10 | 15.56 | 116% |
| Returns for 10 years | 46.34 | 50.09 | 93% |
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