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HBLFX vs HBLIX
HBLFX vs HBLIX Comparison
Open Charts HBLFX vs HBLIX
Hartford Balanced Income F
Price$14.29
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.64B
Hartford Balanced Income I
Price$14.28
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.64B
HBLFX vs HBLIX Comparison Chart
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HBLFX vs. HBLIX commentary
May 11, 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 HBLFX is a Buy and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX (11.6B) and HBLIX (11.6B) have equal amount of cash in the bank . HBLFX (3.73) and HBLIX (3.65) have matching dividends . HBLFX was incepted earlier than HBLIX: HBLFX (8 years) vs HBLIX (15 years). HBLIX (0.65) is less costly to investors than HBLFX (0.56). HBLFX (61.00) and HBLIX (61.00) have comparable annual turnover. HBLIX has a lower initial minimum investment than HBLFX: HBLIX (2000) vs HBLFX (1000000). HBLFX (2.63) and HBLIX (2.54) have marching annual gain over last year. HBLFX (19.85) and HBLIX (19.42) have equivalent 5 years return.
| HBLFX | HBLIX | HBLFX / HBLIX | |
| Total Expense Ratio | 0.56 | 0.65 | 86% |
| Annual Report Gross Expense Ratio | 0.56 | 0.65 | 86% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 1.746 | 1.653 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 11.6B | 100% |
| Annual Yield % from dividends | 3.73 | 3.65 | 102% |
| Returns for 1 year | 2.63 | 2.54 | 103% |
| Returns for 3 years | 9.97 | 9.70 | 103% |
| Returns for 5 years | 19.85 | 19.42 | 102% |
| Returns for 10 years | N/A | 35.31 | - |
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