Interact to see
Advertisement
Advertisement
HBLRX vs ITTVX
HBLRX vs ITTVX Comparison
Open Charts HBLRX vs ITTVX
Hartford Balanced Income R3
Price$14.76
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.8B
Hartford Multi Asset Inc R6
Price$19.64
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets556.1M
HBLRX vs ITTVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLRX vs. ITTVX commentary
Jun 13, 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 ITTVX is a Sell.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. ITTVX (556M). ITTVX pays higher dividends than HBLRX: ITTVX (6.19) vs HBLRX (2.96). HBLRX was incepted earlier than ITTVX: HBLRX (15 years) vs ITTVX (7 years). HBLRX (1.28) is less costly to investors than ITTVX (0.66). ITTVX is a more actively managed with annual turnover of: 187.00 vs. HBLRX (61.00). HBLRX (0) and ITTVX (0) have matching initial minimum investment requirements. ITTVX annual gain was more profitable for investors over the last year : 7.30 vs. HBLRX (4.14). ITTVX return over 5 years is better than : 22.98 vs. HBLRX (14.18).
| HBLRX | ITTVX | HBLRX / ITTVX | |
| Total Expense Ratio | 1.28 | 0.66 | 194% |
| Annual Report Gross Expense Ratio | 1.28 | 0.66 | 194% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 3.742 | 4.306 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 556M | 2,122% |
| Annual Yield % from dividends | 2.96 | 6.19 | 48% |
| Returns for 1 year | 4.14 | 7.30 | 57% |
| Returns for 3 years | 13.74 | 25.30 | 54% |
| Returns for 5 years | 14.18 | 22.98 | 62% |
| Returns for 10 years | 33.21 | N/A | - |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JSCOX | 21.56 | 0.03 | +0.14% |
| Janus Henderson Small Cap Value I | |||
| FCVAX | 18.94 | N/A | N/A |
| Fidelity Advisor Small Cap Value A | |||
| GSRLX | 12.42 | N/A | N/A |
| Goldman Sachs Rising Dividend Gr Instl | |||
| DHPAX | 17.13 | N/A | N/A |
| Diamond Hill Mid Cap Inv | |||
| RGAAX | 69.22 | -0.06 | -0.09% |
| American Funds Growth Fund of Amer R1 | |||