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HBLIX vs HBLRX
HBLIX vs HBLRX Comparison
Open Charts HBLIX vs HBLRX
Hartford Balanced Income I
Price$14.28
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.64B
Hartford Balanced Income R3
Price$14.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
HBLIX vs HBLRX Comparison Chart
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HBLIX vs. HBLRX commentary
May 11, 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 HBLIX is a Buy and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX (11.6B) and HBLRX (11.6B) have equal amount of cash in the bank . HBLIX pays higher dividends than HBLRX: HBLIX (3.65) vs HBLRX (2.99). HBLIX was incepted earlier than HBLRX: HBLIX (15 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than HBLIX (0.65). HBLIX (61.00) and HBLRX (61.00) have comparable annual turnover. HBLRX has a lower initial minimum investment than HBLIX: HBLRX (0) vs HBLIX (2000). HBLIX annual gain was more profitable for investors over the last year : 2.54 vs. HBLRX (1.87). HBLIX return over 5 years is better than : 19.42 vs. HBLRX (16.11).
| HBLIX | HBLRX | HBLIX / HBLRX | |
| Total Expense Ratio | 0.65 | 1.28 | 51% |
| Annual Report Gross Expense Ratio | 0.65 | 1.28 | 51% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 1.653 | 1.410 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 11.6B | 100% |
| Annual Yield % from dividends | 3.65 | 2.99 | 122% |
| Returns for 1 year | 2.54 | 1.87 | 136% |
| Returns for 3 years | 9.70 | 7.75 | 125% |
| Returns for 5 years | 19.42 | 16.11 | 120% |
| Returns for 10 years | 35.31 | 28.78 | 123% |
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