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HBLFX vs HBLVX
HBLFX vs HBLVX Comparison
Open Charts HBLFX vs HBLVX
Hartford Balanced Income F
Price$14.28
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
Hartford Balanced Income R6
Price$14.49
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
HBLFX vs HBLVX Comparison Chart
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HBLFX vs. HBLVX commentary
May 09, 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX (11.7B) and HBLVX (11.7B) have equal amount of cash in the bank . HBLFX (3.73) and HBLVX (3.68) have matching dividends . HBLFX was incepted earlier than HBLVX: HBLFX (8 years) vs HBLVX (11 years). HBLFX (0.56) and HBLVX (0.56) have similar cost to investors . HBLFX (61.00) and HBLVX (61.00) have comparable annual turnover. HBLVX has a lower initial minimum investment than HBLFX: HBLVX (0) vs HBLFX (1000000). HBLVX (3.22) and HBLFX (3.13) have marching annual gain over last year. HBLVX (20.07) and HBLFX (19.85) have equivalent 5 years return.
| HBLFX | HBLVX | HBLFX / HBLVX | |
| Total Expense Ratio | 0.56 | 0.56 | 100% |
| Annual Report Gross Expense Ratio | 0.56 | 0.56 | 100% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 1.746 | 1.720 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 11.7B | 100% |
| Annual Yield % from dividends | 3.73 | 3.68 | 101% |
| Returns for 1 year | 3.13 | 3.22 | 97% |
| Returns for 3 years | 10.13 | 10.20 | 99% |
| Returns for 5 years | 19.85 | 20.07 | 99% |
| Returns for 10 years | N/A | 36.38 | - |
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