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HBLTX vs SWKRX
HBLTX vs SWKRX Comparison
Open Charts HBLTX vs SWKRX
Hartford Balanced Income R5
Price$14.33
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.65B
Schwab® Monthly Income Flexible Payout
Price$10.20
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets63.68M
HBLTX vs SWKRX Comparison Chart
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HBLTX vs. SWKRX commentary
Apr 28, 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 SWKRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.6B vs. SWKRX (63.7M). SWKRX pays higher dividends than HBLTX: SWKRX (4.60) vs HBLTX (3.56). HBLTX was incepted earlier than SWKRX: HBLTX (15 years) vs SWKRX (17 years). HBLTX (0.66) is less costly to investors than SWKRX (0.43). HBLTX is a more actively managed with annual turnover of: 61.00 vs. SWKRX (7.00). HBLTX (0) and SWKRX (0) have matching initial minimum investment requirements. SWKRX annual gain was more profitable for investors over the last year : 8.69 vs. HBLTX (4.52). HBLTX return over 5 years is better than : 18.73 vs. SWKRX (11.54).
| HBLTX | SWKRX | HBLTX / SWKRX | |
| Total Expense Ratio | 0.66 | 0.25 | 264% |
| Annual Report Gross Expense Ratio | 0.66 | 0.43 | 153% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 1.282 | 2.672 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 63.7M | 18,210% |
| Annual Yield % from dividends | 3.56 | 4.60 | 77% |
| Returns for 1 year | 4.52 | 8.69 | 52% |
| Returns for 3 years | 6.91 | 6.52 | 106% |
| Returns for 5 years | 18.73 | 11.54 | 162% |
| Returns for 10 years | 33.13 | 17.87 | 185% |
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