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FTAAX vs HBLIX
FTAAX vs HBLIX Comparison
Open Charts FTAAX vs HBLIX
Fidelity Advisor Asset Manager 30% A
Price$13.01
Change+$0.27 (+2.12%)
VolumeN/A
Net Assets2.23B
Hartford Balanced Income I
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.63B
FTAAX vs HBLIX Comparison Chart in %
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FTAAX vs. HBLIX commentary
Feb 04, 2026
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: 11.6B vs. FTAAX (2.23B). HBLIX pays higher dividends than FTAAX: HBLIX (3.43) vs FTAAX (2.61). 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: 90.00 vs. FTAAX (24.00). 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 : 11.58 vs. HBLIX (6.32). FTAAX return over 5 years is better than : 16.45 vs. HBLIX (12.28).
| 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 | 1.719 | 2.062 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.23B | 11.6B | 19% |
| Annual Yield % from dividends | 2.61 | 3.43 | 76% |
| Returns for 1 year | 11.58 | 6.32 | 183% |
| Returns for 3 years | 25.41 | 16.39 | 155% |
| Returns for 5 years | 16.45 | 12.28 | 134% |
| Returns for 10 years | 55.92 | 55.14 | 101% |
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