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HBLCX vs SPBAX
HBLCX vs SPBAX Comparison
Open Charts HBLCX vs SPBAX
Hartford Balanced Income C
Price$14.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.84B
DWS Multi-Asset Conservative Allc S
Price$13.26
Change-$0.07 (-0.53%)
VolumeN/A
Net Assets60.1M
HBLCX vs SPBAX Comparison Chart in %
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HBLCX vs. SPBAX commentary
Jun 30, 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 Buy and SPBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. SPBAX (60.1M). 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 (4.88) and HBLCX (4.75) have marching annual gain over last year. HBLCX (14.28) and SPBAX (13.64) have equivalent 5 years return.
| 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 | 4.566 | 4.419 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 60.1M | 19,634% |
| Annual Yield % from dividends | 2.65 | 2.92 | 91% |
| Returns for 1 year | 4.75 | 4.88 | 97% |
| Returns for 3 years | 13.01 | 17.77 | 73% |
| Returns for 5 years | 14.28 | 13.64 | 105% |
| Returns for 10 years | 30.71 | 34.08 | 90% |
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