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HBLTX vs HBLYX
HBLTX vs HBLYX Comparison
Open Charts HBLTX vs HBLYX
Hartford Balanced Income R5
Price$14.61
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.71B
Hartford Balanced Income Y
Price$14.73
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.71B
HBLTX vs HBLYX Comparison Chart
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HBLTX vs. HBLYX commentary
Jun 04, 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 Hold and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX (11.7B) and HBLYX (11.7B) have equal amount of cash in the bank . HBLTX (3.56) and HBLYX (3.53) 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). HBLTX (3.57) and HBLYX (3.54) have marching annual gain over last year. HBLYX (14.64) and HBLTX (14.63) 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 | 2.979 | 2.959 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 11.7B | 100% |
| Annual Yield % from dividends | 3.56 | 3.53 | 101% |
| Returns for 1 year | 3.57 | 3.54 | 101% |
| Returns for 3 years | 8.34 | 8.39 | 99% |
| Returns for 5 years | 14.63 | 14.64 | 100% |
| Returns for 10 years | 38.35 | 38.68 | 99% |
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