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HBLCX vs SPDAX
HBLCX vs SPDAX Comparison
Open Charts HBLCX vs SPDAX
Hartford Balanced Income C
Price$14.67
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
DWS Multi-Asset Conservative Allc A
Price$13.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets60.09M
HBLCX vs SPDAX Comparison Chart in %
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HBLCX vs. SPDAX commentary
Nov 20, 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 Hold and SPDAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. SPDAX (60.1M). SPDAX (2.65) and HBLCX (2.59) have matching dividends . HBLCX was incepted earlier than SPDAX: HBLCX (19 years) vs SPDAX (25 years). HBLCX (1.64) is less costly to investors than SPDAX (1.22). HBLCX is a more actively managed with annual turnover of: 61.00 vs. SPDAX (53.00). SPDAX has a lower initial minimum investment than HBLCX: SPDAX (1000) vs HBLCX (2000). SPDAX annual gain was more profitable for investors over the last year : 4.85 vs. HBLCX (2.23). HBLCX return over 5 years is better than : 8.25 vs. SPDAX (6.82).
| HBLCX | SPDAX | HBLCX / SPDAX | |
| Total Expense Ratio | 1.64 | 1.03 | 159% |
| Annual Report Gross Expense Ratio | 1.64 | 1.22 | 134% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 7.723 | 8.287 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 60.1M | 19,301% |
| Annual Yield % from dividends | 2.59 | 2.65 | 97% |
| Returns for 1 year | 2.23 | 4.85 | 46% |
| Returns for 3 years | 13.75 | 21.43 | 64% |
| Returns for 5 years | 8.25 | 6.82 | 121% |
| Returns for 10 years | 33.50 | 36.83 | 91% |
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