Interact to see
Advertisement
Advertisement
HBLSX vs PARIX
HBLSX vs PARIX Comparison
Open Charts HBLSX vs PARIX
Hartford Balanced Income R4
Price$15.13
Change-$0.06 (-0.39%)
VolumeN/A
Net Assets11.89B
T. Rowe Price Retirement Balanced Adv
Price$14.31
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets2.21B
HBLSX vs PARIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. PARIX commentary
Oct 10, 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 PARIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. PARIX (2.21B). HBLSX pays higher dividends than PARIX: HBLSX (3.18) vs PARIX (2.85). HBLSX was incepted earlier than PARIX: HBLSX (15 years) vs PARIX (22 years). HBLSX (0.96) is less costly to investors than PARIX (0.74). HBLSX is a more actively managed with annual turnover of: 61.00 vs. PARIX (18.60). HBLSX has a lower initial minimum investment than PARIX: HBLSX (0) vs PARIX (2500). PARIX annual gain was more profitable for investors over the last year : 7.66 vs. HBLSX (3.31). HBLSX return over 5 years is better than : 16.30 vs. PARIX (-0.35).
| HBLSX | PARIX | HBLSX / PARIX | |
| Total Expense Ratio | 0.96 | 0.74 | 130% |
| Annual Report Gross Expense Ratio | 0.96 | 0.74 | 130% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 9.172 | 9.361 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 2.21B | 537% |
| Annual Yield % from dividends | 3.18 | 2.85 | 112% |
| Returns for 1 year | 3.31 | 7.66 | 43% |
| Returns for 3 years | 25.50 | 24.90 | 102% |
| Returns for 5 years | 16.30 | -0.35 | -4,596% |
| Returns for 10 years | 45.96 | 16.91 | 272% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement