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HBLCX vs SPDCX
HBLCX vs SPDCX Comparison
Open Charts HBLCX vs SPDCX
Hartford Balanced Income C
Price$14.43
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets11.77B
DWS Multi-Asset Conservative Allc C
Price$13.29
Change+$0.09 (+0.68%)
VolumeN/A
Net Assets59.64M
HBLCX vs SPDCX Comparison Chart in %
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HBLCX vs. SPDCX commentary
Jun 25, 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 SPDCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. SPDCX (59.6M). HBLCX pays higher dividends than SPDCX: HBLCX (2.65) vs SPDCX (1.93). 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). HBLCX annual gain was more profitable for investors over the last year : 3.47 vs. SPDCX (2.21). HBLCX return over 5 years is better than : 12.37 vs. SPDCX (6.10).
| 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 | 3.515 | 2.330 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 59.6M | 19,799% |
| Annual Yield % from dividends | 2.65 | 1.93 | 137% |
| Returns for 1 year | 3.47 | 2.21 | 157% |
| Returns for 3 years | 11.01 | 11.52 | 96% |
| Returns for 5 years | 12.37 | 6.10 | 203% |
| Returns for 10 years | 28.06 | 18.48 | 152% |
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