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HBLIX vs HBLYX
HBLIX vs HBLYX Comparison
Open Charts HBLIX vs HBLYX
Hartford Balanced Income I
Price$14.27
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
Hartford Balanced Income Y
Price$14.49
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
HBLIX vs HBLYX Comparison Chart
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HBLIX vs. HBLYX commentary
May 09, 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 (11.7B) and HBLYX (11.7B) have equal amount of cash in the bank . HBLIX (3.65) and HBLYX (3.57) have matching dividends . HBLIX was incepted earlier than HBLYX: HBLIX (15 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). HBLIX (3.04) and HBLYX (3.04) have marching annual gain over last year. HBLYX (19.46) and HBLIX (19.42) 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 | 15 years | 19 years | - |
| Gain YTD | 1.653 | 1.697 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 11.7B | 100% |
| Annual Yield % from dividends | 3.65 | 3.57 | 102% |
| Returns for 1 year | 3.04 | 3.04 | 100% |
| Returns for 3 years | 9.85 | 9.83 | 100% |
| Returns for 5 years | 19.42 | 19.46 | 100% |
| Returns for 10 years | 35.01 | 35.49 | 99% |
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