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HBLRX vs MRJSX
HBLRX vs MRJSX Comparison
Open Charts HBLRX vs MRJSX
Hartford Balanced Income R3
Price$14.73
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.77B
Morgan Stanley Multi-Asset Real ReturnR6
Price$10.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.65M
HBLRX vs MRJSX Comparison Chart in %
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HBLRX vs. MRJSX commentary
Jul 17, 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 Hold and MRJSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. MRJSX (8.66M). MRJSX pays higher dividends than HBLRX: MRJSX (10.53) vs HBLRX (2.94). HBLRX was incepted earlier than MRJSX: HBLRX (15 years) vs MRJSX (7 years). MRJSX (18.01) is less costly to investors than HBLRX (1.28). MRJSX is a more actively managed with annual turnover of: 310.00 vs. HBLRX (61.00). HBLRX has a lower initial minimum investment than MRJSX: HBLRX (0) vs MRJSX (5000000). MRJSX annual gain was more profitable for investors over the last year : 9.54 vs. HBLRX (1.92). MRJSX return over 5 years is better than : 44.59 vs. HBLRX (11.92).
| HBLRX | MRJSX | HBLRX / MRJSX | |
| Total Expense Ratio | 1.28 | 0.75 | 171% |
| Annual Report Gross Expense Ratio | 1.28 | 18.01 | 7% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 4.519 | 12.025 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 8.66M | 136,337% |
| Annual Yield % from dividends | 2.94 | 10.53 | 28% |
| Returns for 1 year | 1.92 | 9.54 | 20% |
| Returns for 3 years | 13.72 | 26.99 | 51% |
| Returns for 5 years | 11.92 | 44.59 | 27% |
| Returns for 10 years | 34.13 | N/A | - |