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HBLRX vs HBLYX
HBLRX vs HBLYX Comparison
Open Charts HBLRX vs HBLYX
Hartford Balanced Income R3
Price$14.88
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.95B
Hartford Balanced Income Y
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
HBLRX vs HBLYX Comparison Chart in %
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HBLRX vs. HBLYX commentary
Jul 06, 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX (12B) and HBLYX (12B) have equal amount of cash in the bank . HBLYX pays higher dividends than HBLRX: HBLYX (3.51) vs HBLRX (2.94). 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 : 6.98 vs. HBLRX (6.32). HBLYX return over 5 years is better than : 19.46 vs. HBLRX (16.03).
| 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 | 5.943 | 6.278 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 12B | 100% |
| Annual Yield % from dividends | 2.94 | 3.51 | 84% |
| Returns for 1 year | 6.32 | 6.98 | 90% |
| Returns for 3 years | 14.94 | 17.09 | 87% |
| Returns for 5 years | 16.03 | 19.46 | 82% |
| Returns for 10 years | 37.08 | 44.69 | 83% |
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