Interact to see
Advertisement
Advertisement
FTAAX vs HBLIX
FTAAX vs HBLIX Comparison
Open Charts FTAAX vs HBLIX
Fidelity Advisor Asset Manager 30% A
Price$12.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.03B
Hartford Balanced Income I
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FTAAX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTAAX vs. HBLIX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. FTAAX (2.03B). HBLIX pays higher dividends than FTAAX: HBLIX (3.51) vs FTAAX (2.59). 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 : 8.36 vs. HBLIX (2.44). FTAAX return over 5 years is better than : 18.92 vs. HBLIX (17.32).
| 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 | 9.738 | 8.982 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.03B | 11.8B | 17% |
| Annual Yield % from dividends | 2.59 | 3.51 | 74% |
| Returns for 1 year | 8.36 | 2.44 | 343% |
| Returns for 3 years | 28.12 | 25.08 | 112% |
| Returns for 5 years | 18.92 | 17.32 | 109% |
| Returns for 10 years | 44.37 | 48.34 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| INTW | 46.62 | 0.37 | +0.80% |
| GraniteShares 2x Long INTC Daily ETF | |||
| CXH | 7.96 | N/A | N/A |
| MFS Investment Grade Municipal Trust | |||
| UNIY | 49.39 | N/A | N/A |
| WisdomTree Voya Yld Enh USD Unvsl Bd Fd | |||
| RORO | 16.29 | -0.05 | -0.30% |
| ATAC US Rotation ETF | |||
| AEF | 6.58 | -0.02 | -0.30% |
| abrdn Emerging Markets ex-China Fund Inc. | |||