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HBLAX vs SWKRX
HBLAX vs SWKRX Comparison
Open Charts HBLAX vs SWKRX
Hartford Balanced Income A
Price$14.69
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.78B
Schwab® Monthly Income Flexible Payout
Price$10.37
Change-$0.09 (-0.86%)
VolumeN/A
Net Assets67.14M
HBLAX vs SWKRX Comparison Chart in %
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HBLAX vs. SWKRX commentary
Aug 02, 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 Hold and SWKRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. SWKRX (67.1M). SWKRX pays higher dividends than HBLAX: SWKRX (4.58) vs HBLAX (3.35). HBLAX was incepted earlier than SWKRX: HBLAX (19 years) vs SWKRX (17 years). HBLAX (0.89) is less costly to investors than SWKRX (0.35). HBLAX is a more actively managed with annual turnover of: 61.00 vs. SWKRX (14.00). 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 : 6.21 vs. HBLAX (3.26). HBLAX return over 5 years is better than : 14.43 vs. SWKRX (9.95).
| HBLAX | SWKRX | HBLAX / SWKRX | |
| Total Expense Ratio | 0.89 | 0.19 | 468% |
| Annual Report Gross Expense Ratio | 0.89 | 0.35 | 254% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 5.829 | 6.912 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 67.1M | 17,586% |
| Annual Yield % from dividends | 3.35 | 4.58 | 73% |
| Returns for 1 year | 3.26 | 6.21 | 53% |
| Returns for 3 years | 11.40 | 11.20 | 102% |
| Returns for 5 years | 14.43 | 9.95 | 145% |
| Returns for 10 years | 39.89 | 24.11 | 165% |
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