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HBLSX vs SWKRX
HBLSX vs SWKRX Comparison
Open Charts HBLSX vs SWKRX
Hartford Balanced Income R4
Price$14.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.78B
Schwab® Monthly Income Flexible Payout
Price$10.39
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets67.14M
HBLSX vs SWKRX Comparison Chart in %
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HBLSX vs. SWKRX commentary
Aug 03, 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 SWKRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. SWKRX (67.1M). SWKRX pays higher dividends than HBLSX: SWKRX (4.58) vs HBLSX (3.24). HBLSX was incepted earlier than SWKRX: HBLSX (15 years) vs SWKRX (17 years). HBLSX (0.96) is less costly to investors than SWKRX (0.35). HBLSX is a more actively managed with annual turnover of: 61.00 vs. SWKRX (14.00). HBLSX (0) and SWKRX (0) have matching initial minimum investment requirements. SWKRX annual gain was more profitable for investors over the last year : 5.71 vs. HBLSX (2.87). HBLSX return over 5 years is better than : 13.57 vs. SWKRX (9.01).
| HBLSX | SWKRX | HBLSX / SWKRX | |
| Total Expense Ratio | 0.96 | 0.19 | 505% |
| Annual Report Gross Expense Ratio | 0.96 | 0.35 | 274% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 5.383 | 5.992 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 67.1M | 17,586% |
| Annual Yield % from dividends | 3.24 | 4.58 | 71% |
| Returns for 1 year | 2.87 | 5.71 | 50% |
| Returns for 3 years | 11.57 | 11.48 | 101% |
| Returns for 5 years | 13.57 | 9.01 | 151% |
| Returns for 10 years | 39.13 | 23.37 | 167% |
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