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HBLCX vs SPDCX
HBLCX vs SPDCX Comparison
Open Charts HBLCX vs SPDCX
Hartford Balanced Income C
Price$14.47
Change-$0.07 (-0.48%)
VolumeN/A
Net Assets11.89B
DWS Multi-Asset Conservative Allc C
Price$13.37
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets60.62M
HBLCX vs SPDCX Comparison Chart in %
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HBLCX vs. SPDCX commentary
Jul 31, 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 SPDCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. SPDCX (60.6M). HBLCX pays higher dividends than SPDCX: HBLCX (2.63) vs SPDCX (1.97). HBLCX was incepted earlier than SPDCX: HBLCX (19 years) vs SPDCX (25 years). SPDCX (2.07) is less costly to investors than HBLCX (1.64). HBLCX is a more actively managed with annual turnover of: 61.00 vs. SPDCX (53.00). SPDCX has a lower initial minimum investment than HBLCX: SPDCX (1000) vs HBLCX (2000). SPDCX annual gain was more profitable for investors over the last year : 3.43 vs. HBLCX (3.20). HBLCX return over 5 years is better than : 10.72 vs. SPDCX (4.56).
| HBLCX | SPDCX | HBLCX / SPDCX | |
| Total Expense Ratio | 1.64 | 1.78 | 92% |
| Annual Report Gross Expense Ratio | 1.64 | 2.07 | 79% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 5.876 | 4.840 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 60.6M | 19,637% |
| Annual Yield % from dividends | 2.63 | 1.97 | 134% |
| Returns for 1 year | 3.20 | 3.43 | 93% |
| Returns for 3 years | 9.42 | 10.63 | 89% |
| Returns for 5 years | 10.72 | 4.56 | 235% |
| Returns for 10 years | 31.25 | 21.69 | 144% |
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