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HBLTX vs MRJCX
HBLTX vs MRJCX Comparison
Open Charts HBLTX vs MRJCX
Hartford Balanced Income R5
Price$14.38
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
Morgan Stanley Multi-Asset Real Return C
Price$10.48
Change-$0.08 (-0.76%)
VolumeN/A
Net Assets7.92M
HBLTX vs MRJCX Comparison Chart
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HBLTX vs. MRJCX commentary
May 09, 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 MRJCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. MRJCX (7.92M). MRJCX pays higher dividends than HBLTX: MRJCX (9.57) vs HBLTX (3.60). HBLTX was incepted earlier than MRJCX: HBLTX (15 years) vs MRJCX (7 years). MRJCX (3.10) is less costly to investors than HBLTX (0.66). MRJCX is a more actively managed with annual turnover of: 310.00 vs. HBLTX (61.00). HBLTX has a lower initial minimum investment than MRJCX: HBLTX (0) vs MRJCX (1000). MRJCX annual gain was more profitable for investors over the last year : 9.60 vs. HBLTX (3.07). MRJCX return over 5 years is better than : 40.40 vs. HBLTX (19.40).
| HBLTX | MRJCX | HBLTX / MRJCX | |
| Total Expense Ratio | 0.66 | 1.91 | 35% |
| Annual Report Gross Expense Ratio | 0.66 | 3.10 | 21% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 1.706 | 9.204 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 7.92M | 147,765% |
| Annual Yield % from dividends | 3.60 | 9.57 | 38% |
| Returns for 1 year | 3.07 | 9.60 | 32% |
| Returns for 3 years | 9.87 | 13.58 | 73% |
| Returns for 5 years | 19.40 | 40.40 | 48% |
| Returns for 10 years | 35.05 | N/A | - |
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