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FTAAX vs HBLIX
FTAAX vs HBLIX Comparison
Open Charts FTAAX vs HBLIX
Fidelity Advisor Asset Manager 30% A
Price$12.94
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.07B
Hartford Balanced Income I
Price$14.76
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
FTAAX vs HBLIX Comparison Chart in %
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FTAAX vs. HBLIX 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 HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B 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 (0.80) 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 : 10.45 vs. HBLIX (6.62). FTAAX return over 5 years is better than : 15.68 vs. HBLIX (11.14).
| FTAAX | HBLIX | FTAAX / HBLIX | |
| Total Expense Ratio | 0.77 | 0.65 | 118% |
| Annual Report Gross Expense Ratio | 0.80 | 0.65 | 123% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 11.201 | 6.953 | 161% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.07B | 11.7B | 18% |
| Annual Yield % from dividends | 2.60 | 3.45 | 75% |
| Returns for 1 year | 10.45 | 6.62 | 158% |
| Returns for 3 years | 25.92 | 18.52 | 140% |
| Returns for 5 years | 15.68 | 11.14 | 141% |
| Returns for 10 years | 49.40 | 48.12 | 103% |
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