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HBLRX vs HBLYX
HBLRX vs HBLYX Comparison
Open Charts HBLRX vs HBLYX
Hartford Balanced Income R3
Price$14.62
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
Hartford Balanced Income Y
Price$14.77
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
HBLRX vs HBLYX Comparison Chart
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HBLRX vs. HBLYX commentary
Jan 31, 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 (12.1B) and HBLYX (12.1B) have equal amount of cash in the bank . HBLYX pays higher dividends than HBLRX: HBLYX (3.51) vs HBLRX (2.97). HBLRX was incepted earlier than HBLYX: HBLRX (15 years) vs HBLYX (19 years). HBLRX (57.00) and HBLYX (57.00) 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 : 6.30 vs. HBLRX (5.58). HBLYX return over 5 years is better than : 11.00 vs. HBLRX (7.99).
| HBLRX | HBLYX | HBLRX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 2.104 | 2.224 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 12.1B | 100% |
| Annual Yield % from dividends | 2.97 | 3.51 | 85% |
| Returns for 1 year | 5.58 | 6.30 | 88% |
| Returns for 3 years | 0.29 | 2.19 | 13% |
| Returns for 5 years | 7.99 | 11.00 | 73% |
| Returns for 10 years | 30.76 | 37.81 | 81% |
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