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HBLVX vs HBLYX
HBLVX vs HBLYX Comparison
Open Charts HBLVX vs HBLYX
Hartford Balanced Income R6
Price$14.49
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
Hartford Balanced Income Y
Price$14.49
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
HBLVX vs HBLYX Comparison Chart
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HBLVX vs. HBLYX 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 HBLVX is a Buy and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX (11.7B) and HBLYX (11.7B) have equal amount of cash in the bank . HBLVX (3.68) and HBLYX (3.57) have matching dividends . HBLVX was incepted earlier than HBLYX: HBLVX (11 years) vs HBLYX (19 years). HBLYX (0.67) is less costly to investors than HBLVX (0.56). HBLVX (61.00) and HBLYX (61.00) have comparable annual turnover. HBLVX has a lower initial minimum investment than HBLYX: HBLVX (0) vs HBLYX (250000). HBLVX annual gain was more profitable for investors over the last year : 3.22 vs. HBLYX (3.04). HBLVX (20.07) and HBLYX (19.46) have equivalent 5 years return.
| HBLVX | HBLYX | HBLVX / HBLYX | |
| Total Expense Ratio | 0.56 | 0.67 | 84% |
| Annual Report Gross Expense Ratio | 0.56 | 0.67 | 84% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 1.720 | 1.697 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 11.7B | 100% |
| Annual Yield % from dividends | 3.68 | 3.57 | 103% |
| Returns for 1 year | 3.22 | 3.04 | 106% |
| Returns for 3 years | 10.20 | 9.83 | 104% |
| Returns for 5 years | 20.07 | 19.46 | 103% |
| Returns for 10 years | 36.38 | 35.49 | 102% |
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