Ad is loading...
HBLIX vs HBLTX
HBLIX vs HBLTX Comparison
Open Charts HBLIX vs HBLTX
Hartford Balanced Income I
Price$14.29
Change-$0.23 (-1.58%)
VolumeN/A
Net Assets11.99B
Hartford Balanced Income R5
Price$14.40
Change-$0.22 (-1.50%)
VolumeN/A
Net Assets11.99B
HBLIX vs HBLTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. HBLTX commentary
Apr 04, 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 (12B) and HBLTX (12B) have equal amount of cash in the bank . HBLIX (3.60) and HBLTX (3.56) 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). HBLIX (4.92) and HBLTX (4.86) have marching annual gain over last year. HBLIX (30.27) and HBLTX (30.19) 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 | 3.361 | 3.332 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 12B | 100% |
| Annual Yield % from dividends | 3.60 | 3.56 | 101% |
| Returns for 1 year | 4.92 | 4.86 | 101% |
| Returns for 3 years | 5.17 | 5.06 | 102% |
| Returns for 5 years | 30.27 | 30.19 | 100% |
| Returns for 10 years | 37.48 | 37.41 | 100% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers