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HBLIX vs SPDAX
HBLIX vs SPDAX Comparison
Open Charts HBLIX vs SPDAX
Hartford Balanced Income I
Price$14.54
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.76B
DWS Multi-Asset Conservative Allc A
Price$13.15
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets59.64M
HBLIX vs SPDAX Comparison Chart
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HBLIX vs. SPDAX commentary
Jun 08, 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 SPDAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. SPDAX (59.6M). HBLIX pays higher dividends than SPDAX: HBLIX (3.60) vs SPDAX (2.67). HBLIX was incepted earlier than SPDAX: HBLIX (15 years) vs SPDAX (24 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 annual gain was more profitable for investors over the last year : 3.98 vs. SPDAX (2.97). HBLIX return over 5 years is better than : 13.47 vs. SPDAX (8.28).
| 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 | 24 years | - |
| Gain YTD | 3.504 | 2.593 | 135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 59.6M | 19,799% |
| Annual Yield % from dividends | 3.60 | 2.67 | 135% |
| Returns for 1 year | 3.98 | 2.97 | 134% |
| Returns for 3 years | 8.41 | 9.37 | 90% |
| Returns for 5 years | 13.47 | 8.28 | 163% |
| Returns for 10 years | 39.41 | 27.98 | 141% |
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