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HBLCX vs SPBAX
HBLCX vs SPBAX Comparison
Open Charts HBLCX vs SPBAX
Hartford Balanced Income C
Price$14.25
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.76B
DWS Multi-Asset Conservative Allc S
Price$13.13
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets59.64M
HBLCX vs SPBAX Comparison Chart
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HBLCX vs. SPBAX commentary
Jun 08, 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 HBLCX is a StrongBuy and SPBAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. SPBAX (59.6M). SPBAX pays higher dividends than HBLCX: SPBAX (2.92) vs HBLCX (2.65). HBLCX was incepted earlier than SPBAX: HBLCX (19 years) vs SPBAX (29 years). HBLCX (1.64) is less costly to investors than SPBAX (0.97). HBLCX is a more actively managed with annual turnover of: 61.00 vs. SPBAX (53.00). HBLCX has a lower initial minimum investment than SPBAX: HBLCX (2000) vs SPBAX (2500). SPBAX annual gain was more profitable for investors over the last year : 3.16 vs. HBLCX (2.89). SPBAX return over 5 years is better than : 9.65 vs. HBLCX (8.21).
| HBLCX | SPBAX | HBLCX / SPBAX | |
| Total Expense Ratio | 1.64 | 0.78 | 210% |
| Annual Report Gross Expense Ratio | 1.64 | 0.97 | 169% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 3.081 | 2.665 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 59.6M | 19,799% |
| Annual Yield % from dividends | 2.65 | 2.92 | 91% |
| Returns for 1 year | 2.89 | 3.16 | 92% |
| Returns for 3 years | 5.05 | 10.21 | 49% |
| Returns for 5 years | 8.21 | 9.65 | 85% |
| Returns for 10 years | 27.62 | 31.22 | 88% |
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