Interact to see
Advertisement
Advertisement
HBLTX vs TAIAX
HBLTX vs TAIAX Comparison
Open Charts HBLTX vs TAIAX
Hartford Balanced Income R5
Price$14.90
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.95B
American Fds TaxAwr Cnsrv Gr&Inc Port A
Price$16.55
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets5.59B
HBLTX vs TAIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLTX vs. TAIAX commentary
Jul 04, 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 TAIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. TAIAX (5.59B). HBLTX pays higher dividends than TAIAX: HBLTX (3.54) vs TAIAX (2.26). 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 : 7.64 vs. HBLTX (7.20). TAIAX return over 5 years is better than : 31.30 vs. HBLTX (19.25).
| 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 | 6.111 | 6.605 | 93% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 5.59B | 213% |
| Annual Yield % from dividends | 3.54 | 2.26 | 156% |
| Returns for 1 year | 7.20 | 7.64 | 94% |
| Returns for 3 years | 16.87 | 23.49 | 72% |
| Returns for 5 years | 19.25 | 31.30 | 62% |
| Returns for 10 years | 44.01 | 44.44 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement