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HBLIX vs SPDAX
HBLIX vs SPDAX Comparison
Open Charts HBLIX vs SPDAX
Hartford Balanced Income I
Price$14.76
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.89B
DWS Multi-Asset Conservative Allc A
Price$13.38
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets60.62M
HBLIX vs SPDAX Comparison Chart in %
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HBLIX vs. SPDAX commentary
Jul 31, 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 SPDAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. SPDAX (60.6M). HBLIX pays higher dividends than SPDAX: HBLIX (3.58) vs SPDAX (2.69). HBLIX was incepted earlier than SPDAX: HBLIX (15 years) vs SPDAX (25 years). SPDAX (1.22) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. SPDAX (53.00). SPDAX has a lower initial minimum investment than HBLIX: SPDAX (1000) vs HBLIX (2000). HBLIX (4.21) and SPDAX (4.12) have marching annual gain over last year. HBLIX return over 5 years is better than : 16.30 vs. SPDAX (8.56).
| HBLIX | SPDAX | HBLIX / SPDAX | |
| Total Expense Ratio | 0.65 | 1.03 | 63% |
| Annual Report Gross Expense Ratio | 0.65 | 1.22 | 53% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 6.451 | 5.299 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 60.6M | 19,637% |
| Annual Yield % from dividends | 3.58 | 2.69 | 133% |
| Returns for 1 year | 4.21 | 4.12 | 102% |
| Returns for 3 years | 12.82 | 13.14 | 98% |
| Returns for 5 years | 16.30 | 8.56 | 190% |
| Returns for 10 years | 43.55 | 30.97 | 141% |
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