Interact to see
Advertisement
Advertisement
HBLIX vs HBLVX
HBLIX vs HBLVX Comparison
Open Charts HBLIX vs HBLVX
Hartford Balanced Income I
Price$14.69
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.8B
Hartford Balanced Income R6
Price$14.92
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.8B
HBLIX vs HBLVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. HBLVX commentary
Jun 13, 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 StrongBuy and HBLVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX (11.8B) and HBLVX (11.8B) have equal amount of cash in the bank . HBLVX (3.63) and HBLIX (3.60) have matching dividends . HBLIX was incepted earlier than HBLVX: HBLIX (15 years) vs HBLVX (11 years). HBLIX (0.65) is less costly to investors than HBLVX (0.56). HBLIX (61.00) and HBLVX (61.00) have comparable annual turnover. HBLVX has a lower initial minimum investment than HBLIX: HBLVX (0) vs HBLIX (2000). HBLVX (4.99) and HBLIX (4.84) have marching annual gain over last year. HBLVX (18.08) and HBLIX (17.51) have equivalent 5 years return.
| HBLIX | HBLVX | HBLIX / HBLVX | |
| Total Expense Ratio | 0.65 | 0.56 | 116% |
| Annual Report Gross Expense Ratio | 0.65 | 0.56 | 116% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 4.073 | 4.105 | 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 | 3.60 | 3.63 | 99% |
| Returns for 1 year | 4.84 | 4.99 | 97% |
| Returns for 3 years | 15.83 | 16.27 | 97% |
| Returns for 5 years | 17.51 | 18.08 | 97% |
| Returns for 10 years | 40.08 | 41.42 | 97% |
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 % |
| JCSCX | 19.58 | 0.03 | +0.15% |
| Janus Henderson Small Cap Value C | |||
| FSATX | 16.11 | N/A | N/A |
| Fidelity Advisor Asset Manager 60% M | |||
| GSRIX | 12.38 | N/A | N/A |
| Goldman Sachs Rising Dividend Gr Inv | |||
| WBCIX | 15.96 | N/A | N/A |
| William Blair Small-Mid Cap Core I | |||
| GFFFX | 78.93 | -0.08 | -0.10% |
| American Funds Growth Fund of Amer F2 | |||