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HBLRX vs HBLYX
HBLRX vs HBLYX Comparison
Open Charts HBLRX vs HBLYX
Hartford Balanced Income R3
Price$14.29
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
Hartford Balanced Income Y
Price$14.44
Change+$0.13 (+0.91%)
VolumeN/A
Net Assets11.55B
HBLRX vs HBLYX Comparison Chart
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HBLRX vs. HBLYX commentary
Apr 25, 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 (11.5B) and HBLYX (11.5B) 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 : 3.39 vs. HBLRX (2.79). HBLYX return over 5 years is better than : 17.64 vs. HBLRX (14.41).
| 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 | 0.138 | 0.364 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 11.5B | 100% |
| Annual Yield % from dividends | 2.96 | 3.53 | 84% |
| Returns for 1 year | 2.79 | 3.39 | 82% |
| Returns for 3 years | 3.34 | 5.23 | 64% |
| Returns for 5 years | 14.41 | 17.64 | 82% |
| Returns for 10 years | 25.70 | 32.56 | 79% |
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