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FTANX vs HBLCX
FTANX vs HBLCX Comparison
Open Charts FTANX vs HBLCX
Fidelity Asset Manager 30%
Price$13.00
Change+$0.28 (+2.20%)
VolumeN/A
Net Assets2.23B
Hartford Balanced Income C
Price$14.55
Change-$0.20 (-1.36%)
VolumeN/A
Net Assets11.63B
FTANX vs HBLCX Comparison Chart in %
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FTANX vs. HBLCX commentary
Feb 05, 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 FTANX is a StrongBuy and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. FTANX (2.23B). FTANX pays higher dividends than HBLCX: FTANX (2.89) vs HBLCX (2.51). FTANX was incepted earlier than HBLCX: FTANX (18 years) vs HBLCX (20 years). HBLCX (1.64) is less costly to investors than FTANX (0.53). HBLCX is a more actively managed with annual turnover of: 90.00 vs. FTANX (24.00). FTANX has a lower initial minimum investment than HBLCX: FTANX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FTANX: HBLCX (2000) vs FTANX (500). FTANX annual gain was more profitable for investors over the last year : 11.86 vs. HBLCX (5.20). FTANX return over 5 years is better than : 18.08 vs. HBLCX (6.53).
| FTANX | HBLCX | FTANX / HBLCX | |
| Total Expense Ratio | 0.50 | 1.64 | 30% |
| Annual Report Gross Expense Ratio | 0.53 | 1.64 | 32% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 1.720 | 2.034 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.23B | 11.6B | 19% |
| Annual Yield % from dividends | 2.89 | 2.51 | 115% |
| Returns for 1 year | 11.86 | 5.20 | 228% |
| Returns for 3 years | 26.45 | 12.82 | 206% |
| Returns for 5 years | 18.08 | 6.53 | 277% |
| Returns for 10 years | 60.59 | 41.23 | 147% |
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