Interact to see
Advertisement
Advertisement
FTANX vs HBLIX
FTANX vs HBLIX Comparison
Open Charts FTANX vs HBLIX
Fidelity Asset Manager 30%
Price$13.00
Change+$0.28 (+2.20%)
VolumeN/A
Net Assets2.23B
Hartford Balanced Income I
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.63B
FTANX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTANX vs. HBLIX 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 FTANX is a StrongBuy and HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. FTANX (2.23B). HBLIX pays higher dividends than FTANX: HBLIX (3.43) vs FTANX (2.89). FTANX was incepted earlier than HBLIX: FTANX (18 years) vs HBLIX (16 years). HBLIX (0.65) is less costly to investors than FTANX (0.53). HBLIX is a more actively managed with annual turnover of: 90.00 vs. FTANX (24.00). 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 : 11.86 vs. HBLIX (6.32). FTANX return over 5 years is better than : 18.08 vs. HBLIX (12.28).
| FTANX | HBLIX | FTANX / HBLIX | |
| Total Expense Ratio | 0.50 | 0.65 | 77% |
| Annual Report Gross Expense Ratio | 0.53 | 0.65 | 82% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 1.720 | 2.062 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.23B | 11.6B | 19% |
| Annual Yield % from dividends | 2.89 | 3.43 | 84% |
| Returns for 1 year | 11.86 | 6.32 | 188% |
| Returns for 3 years | 26.45 | 16.39 | 161% |
| Returns for 5 years | 18.08 | 12.28 | 147% |
| Returns for 10 years | 60.59 | 55.14 | 110% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement