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HBLIX vs HBLVX
HBLIX vs HBLVX Comparison
Open Charts HBLIX vs HBLVX
Hartford Balanced Income I
Price$14.28
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.64B
Hartford Balanced Income R6
Price$14.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
HBLIX vs HBLVX Comparison Chart
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HBLIX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX (11.6B) and HBLVX (11.6B) have equal amount of cash in the bank . HBLVX (3.68) and HBLIX (3.65) 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 (2.66) and HBLIX (2.54) have marching annual gain over last year. HBLVX (19.99) and HBLIX (19.42) 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 | 1.653 | 1.650 | 100% |
| 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 | 3.68 | 99% |
| Returns for 1 year | 2.54 | 2.66 | 96% |
| Returns for 3 years | 9.70 | 10.05 | 96% |
| Returns for 5 years | 19.42 | 19.99 | 97% |
| Returns for 10 years | 35.31 | 36.58 | 97% |
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