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HBLSX vs INPAX
HBLSX vs INPAX Comparison
Open Charts HBLSX vs INPAX
Hartford Balanced Income R4
Price$14.33
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets11.68B
American Funds Cnsrv Gr & Inc A
Price$13.33
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.06B
HBLSX vs INPAX Comparison Chart
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HBLSX vs. INPAX commentary
May 02, 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 HBLSX is a Buy and INPAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. INPAX (8.06B). INPAX pays higher dividends than HBLSX: INPAX (3.85) vs HBLSX (3.30). HBLSX was incepted earlier than INPAX: HBLSX (15 years) vs INPAX (13 years). HBLSX (0.96) is less costly to investors than INPAX (0.59). HBLSX has a lower initial minimum investment than INPAX: HBLSX (0) vs INPAX (250). INPAX annual gain was more profitable for investors over the last year : 9.44 vs. HBLSX (4.86). INPAX return over 5 years is better than : 31.92 vs. HBLSX (18.37).
| HBLSX | INPAX | HBLSX / INPAX | |
| Total Expense Ratio | 0.96 | 0.59 | 163% |
| Annual Report Gross Expense Ratio | 0.96 | 0.59 | 163% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 1.766 | 2.351 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 8.06B | 145% |
| Annual Yield % from dividends | 3.30 | 3.85 | 86% |
| Returns for 1 year | 4.86 | 9.44 | 51% |
| Returns for 3 years | 7.68 | 14.08 | 55% |
| Returns for 5 years | 18.37 | 31.92 | 58% |
| Returns for 10 years | 31.53 | 35.85 | 88% |
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