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FTAAX vs HBLRX
FTAAX vs HBLRX Comparison
Open Charts FTAAX vs HBLRX
Fidelity Advisor Asset Manager 30% A
Price$13.01
Change+$0.27 (+2.12%)
VolumeN/A
Net Assets2.23B
Hartford Balanced Income R3
Price$14.93
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
FTAAX vs HBLRX Comparison Chart in %
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FTAAX vs. HBLRX 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. FTAAX (2.23B). HBLRX pays higher dividends than FTAAX: HBLRX (2.82) vs FTAAX (2.61). FTAAX was incepted earlier than HBLRX: FTAAX (18 years) vs HBLRX (16 years). HBLRX (1.28) is less costly to investors than FTAAX (0.80). HBLRX is a more actively managed with annual turnover of: 90.00 vs. FTAAX (24.00). FTAAX (0) and HBLRX (0) have matching initial minimum investment requirements. FTAAX annual gain was more profitable for investors over the last year : 11.58 vs. HBLRX (5.70). FTAAX return over 5 years is better than : 16.45 vs. HBLRX (8.92).
| FTAAX | HBLRX | FTAAX / HBLRX | |
| Total Expense Ratio | 0.77 | 1.28 | 60% |
| Annual Report Gross Expense Ratio | 0.80 | 1.28 | 63% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 1.719 | 1.981 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.23B | 11.6B | 19% |
| Annual Yield % from dividends | 2.61 | 2.82 | 93% |
| Returns for 1 year | 11.58 | 5.70 | 203% |
| Returns for 3 years | 25.41 | 14.29 | 178% |
| Returns for 5 years | 16.45 | 8.92 | 184% |
| Returns for 10 years | 55.92 | 47.10 | 119% |
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