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HBLSX vs PARIX
HBLSX vs PARIX Comparison
Open Charts HBLSX vs PARIX
Hartford Balanced Income R4
Price$15.16
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.6B
T. Rowe Price Retirement Balanced Adv
Price$14.28
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets2.18B
HBLSX vs PARIX Comparison Chart in %
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HBLSX vs. PARIX commentary
Nov 26, 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 StrongBuy and PARIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. PARIX (2.18B). HBLSX pays higher dividends than PARIX: HBLSX (3.19) vs PARIX (2.85). HBLSX was incepted earlier than PARIX: HBLSX (16 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 : 6.84 vs. HBLSX (2.56). HBLSX return over 5 years is better than : 11.40 vs. PARIX (-3.82).
| HBLSX | PARIX | HBLSX / PARIX | |
| Total Expense Ratio | 0.96 | 0.74 | 130% |
| Annual Report Gross Expense Ratio | 0.96 | 0.74 | 130% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 8.741 | 8.836 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 2.18B | 533% |
| Annual Yield % from dividends | 3.19 | 2.85 | 112% |
| Returns for 1 year | 2.56 | 6.84 | 37% |
| Returns for 3 years | 14.64 | 17.93 | 82% |
| Returns for 5 years | 11.40 | -3.82 | -298% |
| Returns for 10 years | 43.01 | 15.99 | 269% |
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