Interact to see
Advertisement
Advertisement
HBLIX vs HBLTX
HBLIX vs HBLTX Comparison
Open Charts HBLIX vs HBLTX
Hartford Balanced Income I
Price$14.32
Change-$0.16 (-1.10%)
VolumeN/A
Net Assets11.77B
Hartford Balanced Income R5
Price$14.43
Change-$0.16 (-1.10%)
VolumeN/A
Net Assets11.77B
HBLIX vs HBLTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. HBLTX commentary
May 22, 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX (11.8B) and HBLTX (11.8B) have equal amount of cash in the bank . HBLIX (3.65) and HBLTX (3.60) have matching dividends . HBLIX was incepted earlier than HBLTX: HBLIX (15 years) vs HBLTX (15 years). HBLTX (0.66) and HBLIX (0.65) have similar cost to investors . HBLIX (61.00) and HBLTX (61.00) have comparable annual turnover. HBLTX has a lower initial minimum investment than HBLIX: HBLTX (0) vs HBLIX (2000). HBLTX (3.08) and HBLIX (3.05) have marching annual gain over last year. HBLIX (19.53) and HBLTX (19.51) have equivalent 5 years return.
| HBLIX | HBLTX | HBLIX / HBLTX | |
| Total Expense Ratio | 0.65 | 0.66 | 98% |
| Annual Report Gross Expense Ratio | 0.65 | 0.66 | 98% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 3.076 | 3.120 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 11.8B | 100% |
| Annual Yield % from dividends | 3.65 | 3.60 | 101% |
| Returns for 1 year | 3.05 | 3.08 | 99% |
| Returns for 3 years | 11.31 | 11.39 | 99% |
| Returns for 5 years | 19.53 | 19.51 | 100% |
| Returns for 10 years | 36.50 | 36.53 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ADCVX | 21.14 | N/A | N/A |
| American Century Disciplined Growth A | |||
| MEFNX | 10.03 | N/A | N/A |
| MassMutual Mid Cap Growth R3 | |||
| VSMPX | 266.56 | N/A | N/A |
| Vanguard Total Stock Mkt Idx Instl Pls | |||
| HEONX | 16.88 | N/A | N/A |
| Hartford Climate Opportunities C | |||
| CFCYX | 13.88 | N/A | N/A |
| Columbia Flexible Capital Income Inst3 | |||