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HBLIX vs HBLSX
HBLIX vs HBLSX Comparison
Open Charts HBLIX vs HBLSX
Hartford Balanced Income I
Price$14.28
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.64B
Hartford Balanced Income R4
Price$14.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
HBLIX vs HBLSX Comparison Chart
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HBLIX vs. HBLSX 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX (11.6B) and HBLSX (11.6B) have equal amount of cash in the bank . HBLIX pays higher dividends than HBLSX: HBLIX (3.65) vs HBLSX (3.30). HBLIX was incepted earlier than HBLSX: HBLIX (15 years) vs HBLSX (15 years). HBLSX (0.96) is less costly to investors than HBLIX (0.65). HBLIX (61.00) and HBLSX (61.00) have comparable annual turnover. HBLSX has a lower initial minimum investment than HBLIX: HBLSX (0) vs HBLIX (2000). HBLIX annual gain was more profitable for investors over the last year : 2.54 vs. HBLSX (2.19). HBLIX return over 5 years is better than : 19.42 vs. HBLSX (17.70).
| HBLIX | HBLSX | HBLIX / HBLSX | |
| Total Expense Ratio | 0.65 | 0.96 | 68% |
| Annual Report Gross Expense Ratio | 0.65 | 0.96 | 68% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 1.653 | 1.554 | 106% |
| 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 | 3.30 | 110% |
| Returns for 1 year | 2.54 | 2.19 | 116% |
| Returns for 3 years | 9.70 | 8.71 | 111% |
| Returns for 5 years | 19.42 | 17.70 | 110% |
| Returns for 10 years | 35.31 | 32.02 | 110% |
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