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HBLVX vs TAIAX
HBLVX vs TAIAX Comparison
Open Charts HBLVX vs TAIAX
Hartford Balanced Income R6
Price$14.76
Change+$0.02 (+0.14%)
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
HBLVX vs TAIAX Comparison Chart
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HBLVX 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 HBLVX is a StrongBuy and TAIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. TAIAX (5.46B). HBLVX pays higher dividends than TAIAX: HBLVX (3.63) vs TAIAX (2.30). 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 annual gain was more profitable for investors over the last year : 5.77 vs. HBLVX (4.00). TAIAX return over 5 years is better than : 26.84 vs. HBLVX (13.92).
| 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 | 3.404 | 4.043 | 84% |
| 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 | 3.63 | 2.30 | 158% |
| Returns for 1 year | 4.00 | 5.77 | 69% |
| Returns for 3 years | 8.62 | 14.10 | 61% |
| Returns for 5 years | 13.92 | 26.84 | 52% |
| Returns for 10 years | 40.57 | 39.61 | 102% |
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