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HBLAX vs SWKRX
HBLAX vs SWKRX Comparison
Open Charts HBLAX vs SWKRX
Hartford Balanced Income A
Price$14.22
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.65B
Schwab® Monthly Income Flexible Payout
Price$10.20
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets63.68M
HBLAX vs SWKRX Comparison Chart
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HBLAX vs. SWKRX commentary
Apr 27, 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 HBLAX is a Buy and SWKRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. SWKRX (63.7M). SWKRX pays higher dividends than HBLAX: SWKRX (4.60) vs HBLAX (3.37). HBLAX was incepted earlier than SWKRX: HBLAX (19 years) vs SWKRX (17 years). HBLAX (0.89) is less costly to investors than SWKRX (0.43). HBLAX is a more actively managed with annual turnover of: 61.00 vs. SWKRX (7.00). SWKRX has a lower initial minimum investment than HBLAX: SWKRX (0) vs HBLAX (2000). SWKRX annual gain was more profitable for investors over the last year : 8.58 vs. HBLAX (4.25). HBLAX return over 5 years is better than : 17.34 vs. SWKRX (11.43).
| HBLAX | SWKRX | HBLAX / SWKRX | |
| Total Expense Ratio | 0.89 | 0.25 | 356% |
| Annual Report Gross Expense Ratio | 0.89 | 0.43 | 207% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 1.167 | 2.571 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 63.7M | 18,210% |
| Annual Yield % from dividends | 3.37 | 4.60 | 73% |
| Returns for 1 year | 4.25 | 8.58 | 49% |
| Returns for 3 years | 6.11 | 6.41 | 95% |
| Returns for 5 years | 17.34 | 11.43 | 152% |
| Returns for 10 years | 30.34 | 17.75 | 171% |
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