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HBLIX vs HBLYX
HBLIX vs HBLYX Comparison
Open Charts HBLIX vs HBLYX
Hartford Balanced Income I
Price$14.63
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets11.81B
Hartford Balanced Income Y
Price$14.85
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.81B
HBLIX vs HBLYX Comparison Chart in %
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HBLIX vs. HBLYX commentary
Jun 27, 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 Hold and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX (11.8B) and HBLYX (11.8B) have equal amount of cash in the bank . HBLIX (3.60) and HBLYX (3.53) 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 (6.47) and HBLYX (6.42) have marching annual gain over last year. HBLYX (20.57) and HBLIX (20.56) 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 | 5.517 | 5.500 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 11.8B | 100% |
| Annual Yield % from dividends | 3.60 | 3.53 | 102% |
| Returns for 1 year | 6.47 | 6.42 | 101% |
| Returns for 3 years | 16.28 | 16.23 | 100% |
| Returns for 5 years | 20.56 | 20.57 | 100% |
| Returns for 10 years | 43.68 | 44.06 | 99% |
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