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HBLTX vs MRJAX
HBLTX vs MRJAX Comparison
Open Charts HBLTX vs MRJAX
Hartford Balanced Income R5
Price$14.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
Morgan Stanley Multi-Asset Real Return A
Price$10.66
Change+$0.06 (+0.57%)
VolumeN/A
Net Assets7.95M
HBLTX vs MRJAX Comparison Chart
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HBLTX vs. MRJAX commentary
May 11, 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 MRJAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.6B vs. MRJAX (7.95M). MRJAX pays higher dividends than HBLTX: MRJAX (10.27) vs HBLTX (3.60). HBLTX was incepted earlier than MRJAX: HBLTX (15 years) vs MRJAX (7 years). MRJAX (2.38) is less costly to investors than HBLTX (0.66). MRJAX is a more actively managed with annual turnover of: 310.00 vs. HBLTX (61.00). HBLTX has a lower initial minimum investment than MRJAX: HBLTX (0) vs MRJAX (1000). MRJAX annual gain was more profitable for investors over the last year : 9.34 vs. HBLTX (2.50). MRJAX return over 5 years is better than : 45.13 vs. HBLTX (19.31).
| HBLTX | MRJAX | HBLTX / MRJAX | |
| Total Expense Ratio | 0.66 | 1.16 | 57% |
| Annual Report Gross Expense Ratio | 0.66 | 2.38 | 28% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 1.636 | 9.333 | 18% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 7.95M | 145,967% |
| Annual Yield % from dividends | 3.60 | 10.27 | 35% |
| Returns for 1 year | 2.50 | 9.34 | 27% |
| Returns for 3 years | 9.64 | 16.80 | 57% |
| Returns for 5 years | 19.31 | 45.13 | 43% |
| Returns for 10 years | 35.25 | N/A | - |
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