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HBLTX vs TAIAX
HBLTX vs TAIAX Comparison
Open Charts HBLTX vs TAIAX
Hartford Balanced Income R5
Price$14.65
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.74B
American Fds TaxAwr Cnsrv Gr&Inc Port A
Price$16.25
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets5.46B
HBLTX vs TAIAX Comparison Chart
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HBLTX vs. TAIAX commentary
Jun 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 StrongBuy and TAIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. TAIAX (5.46B). HBLTX pays higher dividends than TAIAX: HBLTX (3.56) vs TAIAX (2.30). HBLTX was incepted earlier than TAIAX: HBLTX (15 years) vs TAIAX (13 years). HBLTX (0.66) and TAIAX (0.64) have similar cost to investors . HBLTX has a lower initial minimum investment than TAIAX: HBLTX (0) vs TAIAX (250). TAIAX annual gain was more profitable for investors over the last year : 5.77 vs. HBLTX (3.79). TAIAX return over 5 years is better than : 26.84 vs. HBLTX (13.25).
| HBLTX | TAIAX | HBLTX / TAIAX | |
| Total Expense Ratio | 0.66 | 0.64 | 103% |
| Annual Report Gross Expense Ratio | 0.66 | 0.64 | 103% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 3.332 | 4.043 | 82% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 5.46B | 214% |
| Annual Yield % from dividends | 3.56 | 2.30 | 155% |
| Returns for 1 year | 3.79 | 5.77 | 66% |
| Returns for 3 years | 8.21 | 14.10 | 58% |
| Returns for 5 years | 13.25 | 26.84 | 49% |
| Returns for 10 years | 39.14 | 39.61 | 99% |
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