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HBLRX vs HBLYX
HBLRX vs HBLYX Comparison
Open Charts HBLRX vs HBLYX
Hartford Balanced Income R3
Price$14.68
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
Hartford Balanced Income Y
Price$14.84
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
HBLRX vs HBLYX Comparison Chart
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HBLRX vs. HBLYX commentary
Jun 15, 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 StrongBuy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX (11.8B) and HBLYX (11.8B) have equal amount of cash in the bank . HBLYX pays higher dividends than HBLRX: HBLYX (3.53) vs HBLRX (2.96). 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 : 4.74 vs. HBLRX (4.07). HBLYX return over 5 years is better than : 17.48 vs. HBLRX (14.18).
| 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 | 3.742 | 4.081 | 92% |
| 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 | 2.96 | 3.53 | 84% |
| Returns for 1 year | 4.07 | 4.74 | 86% |
| Returns for 3 years | 14.55 | 16.70 | 87% |
| Returns for 5 years | 14.18 | 17.48 | 81% |
| Returns for 10 years | 32.82 | 40.09 | 82% |
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