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HBLTX vs HBLYX
HBLTX vs HBLYX Comparison
Open Charts HBLTX vs HBLYX
Hartford Balanced Income R5
Price$14.86
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.83B
Hartford Balanced Income Y
Price$15.01
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.83B
HBLTX vs HBLYX Comparison Chart in %
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HBLTX vs. HBLYX commentary
Aug 07, 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 (11.8B) and HBLYX (11.8B) have equal amount of cash in the bank . HBLTX (3.54) and HBLYX (3.51) 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 (5.25) and HBLTX (5.15) have marching annual gain over last year. HBLYX (15.05) and HBLTX (14.51) 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 | 6.182 | 6.137 | 101% |
| 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 | 3.54 | 3.51 | 101% |
| Returns for 1 year | 5.15 | 5.25 | 98% |
| Returns for 3 years | 13.28 | 13.29 | 100% |
| Returns for 5 years | 14.51 | 15.05 | 96% |
| Returns for 10 years | 43.68 | 44.07 | 99% |
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