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HBLIX vs HBLVX
HBLIX vs HBLVX Comparison
Open Charts HBLIX vs HBLVX
Hartford Balanced Income I
Price$14.02
Change+$0.36 (+2.64%)
VolumeN/A
Net Assets11.26B
Hartford Balanced Income R6
Price$14.23
Change+$0.36 (+2.60%)
VolumeN/A
Net Assets11.26B
HBLIX vs HBLVX Comparison Chart
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HBLIX vs. HBLVX commentary
Apr 10, 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX (11.3B) and HBLVX (11.3B) 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 (10 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 annual gain was more profitable for investors over the last year : -1.33 vs. HBLIX (-1.50). HBLVX (15.35) and HBLIX (14.73) 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 | 10 years | - |
| Gain YTD | -2.761 | -2.700 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 11.3B | 100% |
| Annual Yield % from dividends | 3.60 | 3.63 | 99% |
| Returns for 1 year | -1.50 | -1.33 | 113% |
| Returns for 3 years | -0.35 | 0.03 | -1,054% |
| Returns for 5 years | 14.73 | 15.35 | 96% |
| Returns for 10 years | 28.49 | 29.79 | 96% |
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