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HBLSX vs HBLYX
HBLSX vs HBLYX Comparison
Open Charts HBLSX vs HBLYX
Hartford Balanced Income R4
Price$14.55
Change-$0.55 (-3.64%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.70
Change-$0.54 (-3.54%)
VolumeN/A
CapitalizationN/A
HBLSX vs HBLYX Comparison Chart
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HBLSX vs. HBLYX commentary
Dec 19, 2024
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 HBLSX is a Hold and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX (12.3B) and HBLYX (12.3B) have equal amount of cash in the bank . HBLYX pays higher dividends than HBLSX: HBLYX (3.51) vs HBLSX (3.25). HBLSX was incepted earlier than HBLYX: HBLSX (15 years) vs HBLYX (18 years). HBLSX (57.00) and HBLYX (57.00) have comparable annual turnover. HBLSX has a lower initial minimum investment than HBLYX: HBLSX (0) vs HBLYX (250000). HBLYX (9.02) and HBLSX (8.72) have marching annual gain over last year. HBLYX return over 5 years is better than : 15.15 vs. HBLSX (13.56).
| HBLSX | HBLYX | HBLSX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 7.612 | 7.844 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 12.3B | 100% |
| Annual Yield % from dividends | 3.25 | 3.51 | 93% |
| Returns for 1 year | 8.72 | 9.02 | 97% |
| Returns for 3 years | 3.55 | 4.49 | 79% |
| Returns for 5 years | 13.56 | 15.15 | 90% |
| Returns for 10 years | 37.62 | 41.42 | 91% |
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