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HBLRX vs SPBAX
HBLRX vs SPBAX Comparison
Open Charts HBLRX vs SPBAX
Hartford Balanced Income R3
Price$15.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
DWS Multi-Asset Conservative Allc S
Price$13.66
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets60.66M
HBLRX vs SPBAX Comparison Chart in %
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HBLRX vs. SPBAX commentary
Sep 09, 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 SPBAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. SPBAX (60.7M). SPBAX (2.89) and HBLRX (2.88) have matching dividends . HBLRX was incepted earlier than SPBAX: HBLRX (15 years) vs SPBAX (29 years). HBLRX (1.28) is less costly to investors than SPBAX (0.97). HBLRX is a more actively managed with annual turnover of: 61.00 vs. SPBAX (53.00). HBLRX has a lower initial minimum investment than SPBAX: HBLRX (0) vs SPBAX (2500). SPBAX annual gain was more profitable for investors over the last year : 4.83 vs. HBLRX (3.51). HBLRX return over 5 years is better than : 14.58 vs. SPBAX (10.69).
| HBLRX | SPBAX | HBLRX / SPBAX | |
| Total Expense Ratio | 1.28 | 0.78 | 164% |
| Annual Report Gross Expense Ratio | 1.28 | 0.97 | 132% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 7.866 | 7.254 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 60.7M | 19,769% |
| Annual Yield % from dividends | 2.88 | 2.89 | 100% |
| Returns for 1 year | 3.51 | 4.83 | 73% |
| Returns for 3 years | 14.92 | 18.97 | 79% |
| Returns for 5 years | 14.58 | 10.69 | 136% |
| Returns for 10 years | 43.43 | 42.33 | 103% |
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