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FTANX vs HBLIX
FTANX vs HBLIX Comparison
Open Charts FTANX vs HBLIX
Fidelity Asset Manager 30%
Price$12.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.03B
Hartford Balanced Income I
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FTANX vs HBLIX Comparison Chart in %
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FTANX vs. HBLIX commentary
Oct 19, 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 FTANX is a StrongBuy and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. FTANX (2.03B). HBLIX pays higher dividends than FTANX: HBLIX (3.51) vs FTANX (2.87). FTANX was incepted earlier than HBLIX: FTANX (18 years) vs HBLIX (16 years). HBLIX (0.65) is less costly to investors than FTANX (0.51). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FTANX (19.00). FTANX has a lower initial minimum investment than HBLIX: FTANX (0) vs HBLIX (2000). FTANX annual gain was more profitable for investors over the last year : 8.67 vs. HBLIX (2.44). FTANX return over 5 years is better than : 20.65 vs. HBLIX (17.32).
| FTANX | HBLIX | FTANX / HBLIX | |
| Total Expense Ratio | 0.51 | 0.65 | 78% |
| Annual Report Gross Expense Ratio | 0.51 | 0.65 | 78% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 9.982 | 8.982 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.03B | 11.8B | 17% |
| Annual Yield % from dividends | 2.87 | 3.51 | 82% |
| Returns for 1 year | 8.67 | 2.44 | 356% |
| Returns for 3 years | 29.28 | 25.08 | 117% |
| Returns for 5 years | 20.65 | 17.32 | 119% |
| Returns for 10 years | 48.80 | 48.34 | 101% |