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HBLTX vs HBLVX
HBLTX vs HBLVX Comparison
Open Charts HBLTX vs HBLVX
Hartford Balanced Income R5
Price$14.43
Change-$0.16 (-1.10%)
VolumeN/A
Net Assets11.77B
Hartford Balanced Income R6
Price$14.54
Change-$0.16 (-1.09%)
VolumeN/A
Net Assets11.77B
HBLTX vs HBLVX Comparison Chart
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HBLTX vs. HBLVX commentary
May 22, 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 HBLTX is a Buy and HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX (11.8B) and HBLVX (11.8B) have equal amount of cash in the bank . HBLVX (3.68) and HBLTX (3.60) have matching dividends . HBLTX was incepted earlier than HBLVX: HBLTX (15 years) vs HBLVX (11 years). HBLTX (0.66) is less costly to investors than HBLVX (0.56). HBLTX (61.00) and HBLVX (61.00) have comparable annual turnover. HBLTX (0) and HBLVX (0) have matching initial minimum investment requirements. HBLVX (3.16) and HBLTX (3.08) have marching annual gain over last year. HBLVX (20.18) and HBLTX (19.51) have equivalent 5 years return.
| HBLTX | HBLVX | HBLTX / HBLVX | |
| Total Expense Ratio | 0.66 | 0.56 | 118% |
| Annual Report Gross Expense Ratio | 0.66 | 0.56 | 118% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 3.120 | 3.123 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 11.8B | 100% |
| Annual Yield % from dividends | 3.60 | 3.68 | 98% |
| Returns for 1 year | 3.08 | 3.16 | 97% |
| Returns for 3 years | 11.39 | 11.72 | 97% |
| Returns for 5 years | 19.51 | 20.18 | 97% |
| Returns for 10 years | 36.53 | 37.86 | 96% |
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