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HBLTX vs HBLYX
HBLTX vs HBLYX Comparison
Open Charts HBLTX vs HBLYX
Hartford Balanced Income R5
Price$14.73
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets11.81B
Hartford Balanced Income Y
Price$14.85
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.81B
HBLTX vs HBLYX Comparison Chart in %
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HBLTX vs. HBLYX commentary
Jun 27, 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 (11.8B) and HBLYX (11.8B) 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). HBLYX (6.42) and HBLTX (6.40) have marching annual gain over last year. HBLYX (20.57) and HBLTX (20.44) 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 | 5.469 | 5.500 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 11.8B | 100% |
| Annual Yield % from dividends | 3.56 | 3.53 | 101% |
| Returns for 1 year | 6.40 | 6.42 | 100% |
| Returns for 3 years | 16.24 | 16.23 | 100% |
| Returns for 5 years | 20.44 | 20.57 | 99% |
| Returns for 10 years | 43.57 | 44.06 | 99% |
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