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HBLFX vs HBLYX
HBLFX vs HBLYX Comparison
Open Charts HBLFX vs HBLYX
Hartford Balanced Income F
Price$13.93
Change-$0.37 (-2.59%)
VolumeN/A
Net Assets11.5B
Hartford Balanced Income Y
Price$14.14
Change-$0.37 (-2.55%)
VolumeN/A
Net Assets11.5B
HBLFX vs HBLYX Comparison Chart
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HBLFX vs. HBLYX commentary
Apr 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 Hold and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX (11.5B) and HBLYX (11.5B) have equal amount of cash in the bank . HBLFX (3.69) and HBLYX (3.53) 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 annual gain was more profitable for investors over the last year : 0.88 vs. HBLYX (0.83). HBLFX (25.44) and HBLYX (24.98) 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 | -0.817 | -0.828 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 11.5B | 100% |
| Annual Yield % from dividends | 3.69 | 3.53 | 104% |
| Returns for 1 year | 0.88 | 0.83 | 106% |
| Returns for 3 years | 1.74 | 1.57 | 111% |
| Returns for 5 years | 25.44 | 24.98 | 102% |
| Returns for 10 years | N/A | 32.03 | - |
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