Interact to see
Advertisement
Advertisement
HBLRX vs HBLYX
HBLRX vs HBLYX Comparison
Open Charts HBLRX vs HBLYX
Hartford Balanced Income R3
Price$15.18
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.9B
Hartford Balanced Income Y
Price$15.33
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.9B
HBLRX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLRX vs. HBLYX commentary
Oct 06, 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 (11.9B) and HBLYX (11.9B) have equal amount of cash in the bank . HBLYX pays higher dividends than HBLRX: HBLYX (3.44) vs HBLRX (2.89). 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 : 3.32 vs. HBLRX (2.65). HBLYX return over 5 years is better than : 20.26 vs. HBLRX (16.73).
| 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 | 8.856 | 9.405 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 11.9B | 100% |
| Annual Yield % from dividends | 2.89 | 3.44 | 84% |
| Returns for 1 year | 2.65 | 3.32 | 80% |
| Returns for 3 years | 20.69 | 22.97 | 90% |
| Returns for 5 years | 16.73 | 20.26 | 83% |
| Returns for 10 years | 43.55 | 51.71 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FIDU | 82.37 | 0.21 | +0.26% |
| Fidelity MSCI Industrials ETF | |||
| EQLT | 29.79 | N/A | N/A |
| iShares MSCI Emerging Mkts Qual Fac ETF | |||
| SPCZ | 28.04 | N/A | N/A |
| RiverNorth Ehd PMgr SPAC ETF | |||
| PHDG | 37.41 | -0.08 | -0.22% |
| Invesco S&P 500® Downside Hedged ETF | |||
| BYM | 10.92 | -0.04 | -0.36% |
| BLACKROCK Municipal Income QUALITY TRUST | |||