HBLRX
Price
$14.39
Change
-$0.16 (-1.10%)
Updated
May 21 closing price
Net Assets
11.77B
HBLYX
Price
$14.54
Change
-$0.16 (-1.09%)
Updated
May 21 closing price
Net Assets
11.77B
Interact to see
Advertisement

HBLRX vs HBLYX

Header iconHBLRX vs HBLYX Comparison
Open Charts HBLRX vs HBLYXBanner chart's image
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
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
HBLRXHBLYXHBLRX / HBLYX
Total Expense Ratio1.280.67191%
Annual Report Gross Expense Ratio1.280.67191%
Fund Existence15 years19 years-
Gain YTD2.8243.09991%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.8B11.8B100%
Annual Yield % from dividends2.993.5784%
Returns for 1 year2.373.0578%
Returns for 3 years9.3211.3482%
Returns for 5 years16.2319.5783%
Returns for 10 years29.8236.9681%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VFINX549.08N/A
N/A
Vanguard 500 Index Investor
HCMAX28.06N/A
N/A
Hillman Value No Load
CFIZX13.96N/A
N/A
Columbia Flexible Capital Income Inst
MMNGX18.48N/A
N/A
MassMutual Mid Cap Growth Y
BRWUX24.60-0.39
-1.56%
MFS Blended Research Growth Eq R4