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HBLFX vs HBLYX
HBLFX vs HBLYX Comparison
Open Charts HBLFX vs HBLYX
Hartford Balanced Income F
Price$14.79
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.83B
Hartford Balanced Income Y
Price$15.01
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.83B
HBLFX vs HBLYX Comparison Chart in %
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HBLFX vs. HBLYX commentary
Aug 06, 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX (11.8B) and HBLYX (11.8B) have equal amount of cash in the bank . HBLFX (3.66) and HBLYX (3.51) have matching dividends . HBLFX was incepted earlier than HBLYX: HBLFX (8 years) vs HBLYX (19 years). HBLYX (0.67) is less costly to investors than HBLFX (0.56). HBLFX (61.00) and HBLYX (61.00) have comparable annual turnover. HBLYX has a lower initial minimum investment than HBLFX: HBLYX (250000) vs HBLFX (1000000). HBLFX (5.30) and HBLYX (5.25) have marching annual gain over last year. HBLFX (15.49) and HBLYX (15.05) have equivalent 5 years return.
| HBLFX | HBLYX | HBLFX / HBLYX | |
| Total Expense Ratio | 0.56 | 0.67 | 84% |
| Annual Report Gross Expense Ratio | 0.56 | 0.67 | 84% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 6.212 | 6.137 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 11.8B | 100% |
| Annual Yield % from dividends | 3.66 | 3.51 | 104% |
| Returns for 1 year | 5.30 | 5.25 | 101% |
| Returns for 3 years | 13.57 | 13.29 | 102% |
| Returns for 5 years | 15.49 | 15.05 | 103% |
| Returns for 10 years | N/A | 44.07 | - |
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