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HBLVX vs TAIAX
HBLVX vs TAIAX Comparison
Open Charts HBLVX vs TAIAX
Hartford Balanced Income R6
Price$15.01
Change+$0.01 (+0.07%)
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
HBLVX vs TAIAX Comparison Chart in %
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HBLVX 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 HBLVX is a Buy and TAIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. TAIAX (5.59B). HBLVX pays higher dividends than TAIAX: HBLVX (3.61) vs TAIAX (2.26). HBLVX was incepted earlier than TAIAX: HBLVX (11 years) vs TAIAX (13 years). TAIAX (0.64) is less costly to investors than HBLVX (0.56). HBLVX has a lower initial minimum investment than TAIAX: HBLVX (0) vs TAIAX (250). TAIAX (7.64) and HBLVX (7.40) have marching annual gain over last year. TAIAX return over 5 years is better than : 31.30 vs. HBLVX (19.93).
| HBLVX | TAIAX | HBLVX / TAIAX | |
| Total Expense Ratio | 0.56 | 0.64 | 88% |
| Annual Report Gross Expense Ratio | 0.56 | 0.64 | 88% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 6.190 | 6.605 | 94% |
| 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 | 3.61 | 2.26 | 159% |
| Returns for 1 year | 7.40 | 7.64 | 97% |
| Returns for 3 years | 17.33 | 23.49 | 74% |
| Returns for 5 years | 19.93 | 31.30 | 64% |
| Returns for 10 years | 45.49 | 44.44 | 102% |
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