Interact to see
Advertisement
Advertisement
FTAAX vs HBLIX
FTAAX vs HBLIX Comparison
Open Charts FTAAX vs HBLIX
Fidelity Advisor Asset Manager 30% A
Price$12.85
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets2.07B
Hartford Balanced Income I
Price$15.29
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
FTAAX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTAAX vs. HBLIX commentary
Dec 04, 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 (2.07B). HBLIX pays higher dividends than FTAAX: HBLIX (3.45) vs FTAAX (2.60). 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 : 7.81 vs. HBLIX (2.85). FTAAX return over 5 years is better than : 15.92 vs. HBLIX (13.79).
| 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 | 10.168 | 10.069 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.07B | 11.8B | 18% |
| Annual Yield % from dividends | 2.60 | 3.45 | 75% |
| Returns for 1 year | 7.81 | 2.85 | 274% |
| Returns for 3 years | 21.89 | 15.58 | 141% |
| Returns for 5 years | 15.92 | 13.79 | 115% |
| Returns for 10 years | 44.63 | 48.37 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers