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HBLRX vs HBLYX
HBLRX vs HBLYX Comparison
Open Charts HBLRX vs HBLYX
Hartford Balanced Income R3
Price$14.39
Change-$0.16 (-1.10%)
VolumeN/A
Net Assets11.77B
Hartford Balanced Income Y
Price$14.54
Change-$0.16 (-1.09%)
VolumeN/A
Net Assets11.77B
HBLRX vs HBLYX Comparison Chart
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HBLRX vs. HBLYX commentary
May 23, 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 (11.8B) and HBLYX (11.8B) have equal amount of cash in the bank . HBLYX pays higher dividends than HBLRX: HBLYX (3.57) vs HBLRX (2.99). 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 : 3.05 vs. HBLRX (2.37). HBLYX return over 5 years is better than : 19.57 vs. HBLRX (16.23).
| 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 | 2.824 | 3.099 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 11.8B | 100% |
| Annual Yield % from dividends | 2.99 | 3.57 | 84% |
| Returns for 1 year | 2.37 | 3.05 | 78% |
| Returns for 3 years | 9.32 | 11.34 | 82% |
| Returns for 5 years | 16.23 | 19.57 | 83% |
| Returns for 10 years | 29.82 | 36.96 | 81% |
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