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HBLIX vs SPBAX
HBLIX vs SPBAX Comparison
Open Charts HBLIX vs SPBAX
Hartford Balanced Income I
Price$15.09
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.95B
DWS Multi-Asset Conservative Allc S
Price$13.66
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets60.66M
HBLIX vs SPBAX Comparison Chart in %
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HBLIX vs. SPBAX commentary
Sep 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 StrongBuy and SPBAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. SPBAX (60.7M). HBLIX pays higher dividends than SPBAX: HBLIX (3.50) vs SPBAX (2.89). HBLIX was incepted earlier than SPBAX: HBLIX (16 years) vs SPBAX (29 years). SPBAX (0.97) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. SPBAX (53.00). HBLIX has a lower initial minimum investment than SPBAX: HBLIX (2000) vs SPBAX (2500). SPBAX annual gain was more profitable for investors over the last year : 4.83 vs. HBLIX (4.13). HBLIX return over 5 years is better than : 17.86 vs. SPBAX (10.69).
| HBLIX | SPBAX | HBLIX / SPBAX | |
| Total Expense Ratio | 0.65 | 0.78 | 83% |
| Annual Report Gross Expense Ratio | 0.65 | 0.97 | 67% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 8.319 | 7.254 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 60.7M | 19,769% |
| Annual Yield % from dividends | 3.50 | 2.89 | 121% |
| Returns for 1 year | 4.13 | 4.83 | 85% |
| Returns for 3 years | 17.03 | 18.97 | 90% |
| Returns for 5 years | 17.86 | 10.69 | 167% |
| Returns for 10 years | 50.91 | 42.33 | 120% |
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