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HBLRX vs HBLTX
HBLRX vs HBLTX Comparison
Open Charts HBLRX vs HBLTX
Hartford Balanced Income R3
Price$14.29
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
Hartford Balanced Income R5
Price$14.32
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
HBLRX vs HBLTX Comparison Chart
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HBLRX vs. HBLTX commentary
Apr 25, 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 HBLRX is a Buy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX (11.5B) and HBLTX (11.5B) have equal amount of cash in the bank . HBLTX pays higher dividends than HBLRX: HBLTX (3.56) vs HBLRX (2.96). HBLRX was incepted earlier than HBLTX: HBLRX (15 years) vs HBLTX (15 years). HBLRX (1.28) is less costly to investors than HBLTX (0.66). HBLRX (61.00) and HBLTX (61.00) have comparable annual turnover. HBLRX (0) and HBLTX (0) have matching initial minimum investment requirements. HBLTX annual gain was more profitable for investors over the last year : 3.42 vs. HBLRX (2.79). HBLTX return over 5 years is better than : 17.65 vs. HBLRX (14.41).
| HBLRX | HBLTX | HBLRX / HBLTX | |
| Total Expense Ratio | 1.28 | 0.66 | 194% |
| Annual Report Gross Expense Ratio | 1.28 | 0.66 | 194% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 0.138 | 0.364 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 11.5B | 100% |
| Annual Yield % from dividends | 2.96 | 3.56 | 83% |
| Returns for 1 year | 2.79 | 3.42 | 81% |
| Returns for 3 years | 3.34 | 5.24 | 64% |
| Returns for 5 years | 14.41 | 17.65 | 82% |
| Returns for 10 years | 25.70 | 32.11 | 80% |
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