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FTAAX vs HBLRX
FTAAX vs HBLRX Comparison
Open Charts FTAAX vs HBLRX
Fidelity Advisor Asset Manager 30% A
Price$12.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.03B
Hartford Balanced Income R3
Price$15.12
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FTAAX vs HBLRX Comparison Chart in %
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FTAAX vs. HBLRX 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. FTAAX (2.03B). HBLRX pays higher dividends than FTAAX: HBLRX (2.89) vs FTAAX (2.59). FTAAX was incepted earlier than HBLRX: FTAAX (18 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FTAAX (0.79). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FTAAX (19.00). FTAAX (0) and HBLRX (0) have matching initial minimum investment requirements. FTAAX annual gain was more profitable for investors over the last year : 8.36 vs. HBLRX (1.78). FTAAX return over 5 years is better than : 18.92 vs. HBLRX (13.81).
| FTAAX | HBLRX | FTAAX / HBLRX | |
| Total Expense Ratio | 0.79 | 1.28 | 62% |
| Annual Report Gross Expense Ratio | 0.79 | 1.28 | 62% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 9.738 | 8.426 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.03B | 11.8B | 17% |
| Annual Yield % from dividends | 2.59 | 2.89 | 90% |
| Returns for 1 year | 8.36 | 1.78 | 470% |
| Returns for 3 years | 28.12 | 22.80 | 123% |
| Returns for 5 years | 18.92 | 13.81 | 137% |
| Returns for 10 years | 44.37 | 40.84 | 109% |
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