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HBLSX vs PARIX
HBLSX vs PARIX Comparison
Open Charts HBLSX vs PARIX
Hartford Balanced Income R4
Price$15.20
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.96B
T. Rowe Price Retirement Balanced Adv
Price$14.28
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets2.21B
HBLSX vs PARIX Comparison Chart in %
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HBLSX vs. PARIX commentary
Sep 19, 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 Hold and PARIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. PARIX (2.21B). HBLSX pays higher dividends than PARIX: HBLSX (3.17) vs PARIX (2.89). 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 : 7.53 vs. HBLSX (2.61). HBLSX return over 5 years is better than : 16.33 vs. PARIX (0.78).
| 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 | 8.520 | 8.826 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 2.21B | 543% |
| Annual Yield % from dividends | 3.17 | 2.89 | 110% |
| Returns for 1 year | 2.61 | 7.53 | 35% |
| Returns for 3 years | 18.70 | 19.18 | 98% |
| Returns for 5 years | 16.33 | 0.78 | 2,093% |
| Returns for 10 years | 47.56 | 17.82 | 267% |
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