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HBLIX vs HBLYX
HBLIX vs HBLYX Comparison
Open Charts HBLIX vs HBLYX
Hartford Balanced Income I
Price$15.09
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.9B
Hartford Balanced Income Y
Price$15.33
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.9B
HBLIX vs HBLYX Comparison Chart in %
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HBLIX vs. HBLYX commentary
Oct 06, 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX (11.9B) and HBLYX (11.9B) have equal amount of cash in the bank . HBLIX (3.51) and HBLYX (3.44) have matching dividends . HBLIX was incepted earlier than HBLYX: HBLIX (16 years) vs HBLYX (19 years). HBLYX (0.67) and HBLIX (0.65) have similar cost to investors . HBLIX (61.00) and HBLYX (61.00) have comparable annual turnover. HBLIX has a lower initial minimum investment than HBLYX: HBLIX (2000) vs HBLYX (250000). HBLYX (3.32) and HBLIX (3.25) have marching annual gain over last year. HBLYX (20.26) and HBLIX (20.19) have equivalent 5 years return.
| HBLIX | HBLYX | HBLIX / HBLYX | |
| Total Expense Ratio | 0.65 | 0.67 | 97% |
| Annual Report Gross Expense Ratio | 0.65 | 0.67 | 97% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 9.344 | 9.405 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 11.9B | 100% |
| Annual Yield % from dividends | 3.51 | 3.44 | 102% |
| Returns for 1 year | 3.25 | 3.32 | 98% |
| Returns for 3 years | 22.94 | 22.97 | 100% |
| Returns for 5 years | 20.19 | 20.26 | 100% |
| Returns for 10 years | 51.23 | 51.71 | 99% |
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