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HBLFX vs HBLYX
HBLFX vs HBLYX Comparison
Open Charts HBLFX vs HBLYX
Hartford Balanced Income F
Price$14.28
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
Hartford Balanced Income Y
Price$14.49
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
HBLFX vs HBLYX Comparison Chart
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HBLFX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX (11.7B) and HBLYX (11.7B) have equal amount of cash in the bank . HBLFX (3.73) and HBLYX (3.57) 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 (3.13) and HBLYX (3.04) have marching annual gain over last year. HBLFX (19.85) and HBLYX (19.46) 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 | 1.746 | 1.697 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 11.7B | 100% |
| Annual Yield % from dividends | 3.73 | 3.57 | 104% |
| Returns for 1 year | 3.13 | 3.04 | 103% |
| Returns for 3 years | 10.13 | 9.83 | 103% |
| Returns for 5 years | 19.85 | 19.46 | 102% |
| Returns for 10 years | N/A | 35.49 | - |
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