Interact to see
Advertisement
Advertisement
HBLRX vs HBLYX
HBLRX vs HBLYX Comparison
Open Charts HBLRX vs HBLYX
Hartford Balanced Income R3
Price$15.07
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.58B
Hartford Balanced Income Y
Price$15.23
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.58B
HBLRX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLRX vs. HBLYX commentary
Nov 19, 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 Hold and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX (11.6B) and HBLYX (11.6B) have equal amount of cash in the bank . HBLYX pays higher dividends than HBLRX: HBLYX (3.44) vs HBLRX (2.90). HBLRX was incepted earlier than HBLYX: HBLRX (15 years) vs HBLYX (19 years). HBLRX (1.28) is less costly to investors than HBLYX (0.67). HBLRX (61.00) and HBLYX (61.00) have comparable annual turnover. HBLRX has a lower initial minimum investment than HBLYX: HBLRX (0) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 3.04 vs. HBLRX (2.58). HBLYX return over 5 years is better than : 13.74 vs. HBLRX (10.50).
| HBLRX | HBLYX | HBLRX / HBLYX | |
| Total Expense Ratio | 1.28 | 0.67 | 191% |
| Annual Report Gross Expense Ratio | 1.28 | 0.67 | 191% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 8.067 | 8.548 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 11.6B | 100% |
| Annual Yield % from dividends | 2.90 | 3.44 | 84% |
| Returns for 1 year | 2.58 | 3.04 | 85% |
| Returns for 3 years | 15.22 | 17.20 | 88% |
| Returns for 5 years | 10.50 | 13.74 | 76% |
| Returns for 10 years | 38.91 | 46.51 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BTCC | 23.71 | 0.17 | +0.72% |
| Grayscale Bitcoin Covered Call ETF | |||
| EHLS | 22.92 | 0.09 | +0.41% |
| Even Herd Long Short ETF | |||
| BSCW | 20.84 | 0.02 | +0.10% |
| Invesco BulletShares 2032 Corp Bd ETF | |||
| IQSU | 52.63 | -0.34 | -0.65% |
| NYLI Candriam U.S. Large Cap Equity ETF | |||
| TOPT | 30.38 | -0.41 | -1.33% |
| iShares Top 20 U.S. Stocks ETF | |||