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FTANX vs HBLIX
FTANX vs HBLIX Comparison
Open Charts FTANX vs HBLIX
Fidelity Asset Manager 30%
Price$12.76
Change-$0.08 (-0.62%)
VolumeN/A
Net Assets2.06B
Hartford Balanced Income I
Price$15.08
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
FTANX vs HBLIX Comparison Chart in %
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FTANX vs. HBLIX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. FTANX (2.06B). HBLIX pays higher dividends than FTANX: HBLIX (3.51) vs FTANX (2.83). 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 : 9.96 vs. HBLIX (3.52). FTANX return over 5 years is better than : 19.78 vs. HBLIX (14.95).
| 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 | 10.758 | 9.272 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.06B | 11.7B | 18% |
| Annual Yield % from dividends | 2.83 | 3.51 | 81% |
| Returns for 1 year | 9.96 | 3.52 | 283% |
| Returns for 3 years | 26.58 | 19.04 | 140% |
| Returns for 5 years | 19.78 | 14.95 | 132% |
| Returns for 10 years | 50.20 | 48.29 | 104% |
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