Interact to see
Advertisement
Advertisement
HBLTX vs HBLYX
HBLTX vs HBLYX Comparison
Open Charts HBLTX vs HBLYX
Hartford Balanced Income R5
Price$15.20
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.9B
Hartford Balanced Income Y
Price$15.33
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.9B
HBLTX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLTX vs. HBLYX commentary
Oct 06, 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX (11.9B) and HBLYX (11.9B) have equal amount of cash in the bank . HBLTX (3.47) and HBLYX (3.44) have matching dividends . HBLTX was incepted earlier than HBLYX: HBLTX (15 years) vs HBLYX (19 years). HBLYX (0.67) and HBLTX (0.66) have similar cost to investors . HBLTX (61.00) and HBLYX (61.00) have comparable annual turnover. HBLTX has a lower initial minimum investment than HBLYX: HBLTX (0) vs HBLYX (250000). HBLYX (3.32) and HBLTX (3.28) have marching annual gain over last year. HBLYX (20.26) and HBLTX (20.15) have equivalent 5 years return.
| HBLTX | HBLYX | HBLTX / HBLYX | |
| Total Expense Ratio | 0.66 | 0.67 | 99% |
| Annual Report Gross Expense Ratio | 0.66 | 0.67 | 99% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 9.335 | 9.405 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 11.9B | 100% |
| Annual Yield % from dividends | 3.47 | 3.44 | 101% |
| Returns for 1 year | 3.28 | 3.32 | 99% |
| Returns for 3 years | 22.86 | 22.97 | 100% |
| Returns for 5 years | 20.15 | 20.26 | 99% |
| Returns for 10 years | 51.16 | 51.71 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TMFS | 34.63 | 0.18 | +0.52% |
| Motley Fool Small-Cap Growth ETF | |||
| JBBB | 48.04 | 0.10 | +0.21% |
| Janus Henderson B-BBB CLO ETF | |||
| MVAL | 35.24 | N/A | N/A |
| VanEck Morningstar Wide Moat Value ETF | |||
| WCLD | 35.13 | -0.05 | -0.14% |
| WisdomTree Cloud Computing ETF | |||
| ASHR | 32.95 | -0.14 | -0.42% |
| Xtrackers Harvest CSI 300 China A ETF | |||