Interact to see
Advertisement
Advertisement
HBLFX vs TAIAX
HBLFX vs TAIAX Comparison
Open Charts HBLFX vs TAIAX
Hartford Balanced Income F
Price$14.55
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
American Fds TaxAwr Cnsrv Gr&Inc Port A
Price$16.25
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets5.46B
HBLFX vs TAIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLFX vs. TAIAX commentary
Jun 07, 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 StrongBuy and TAIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.7B vs. TAIAX (5.46B). HBLFX pays higher dividends than TAIAX: HBLFX (3.68) vs TAIAX (2.30). HBLFX was incepted earlier than TAIAX: HBLFX (8 years) vs TAIAX (13 years). TAIAX (0.64) is less costly to investors than HBLFX (0.56). TAIAX has a lower initial minimum investment than HBLFX: TAIAX (250) vs HBLFX (1000000). TAIAX annual gain was more profitable for investors over the last year : 5.77 vs. HBLFX (3.92). TAIAX return over 5 years is better than : 26.84 vs. HBLFX (13.81).
| HBLFX | TAIAX | HBLFX / TAIAX | |
| Total Expense Ratio | 0.56 | 0.64 | 88% |
| Annual Report Gross Expense Ratio | 0.56 | 0.64 | 88% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 3.455 | 4.043 | 85% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 5.46B | 214% |
| Annual Yield % from dividends | 3.68 | 2.30 | 160% |
| Returns for 1 year | 3.92 | 5.77 | 68% |
| Returns for 3 years | 8.53 | 14.10 | 61% |
| Returns for 5 years | 13.81 | 26.84 | 51% |
| Returns for 10 years | N/A | 39.61 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers