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HBLYX vs SWKRX
HBLYX vs SWKRX Comparison
Open Charts HBLYX vs SWKRX
Hartford Balanced Income Y
Price$14.45
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.65B
Schwab® Monthly Income Flexible Payout
Price$10.20
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets63.68M
HBLYX vs SWKRX Comparison Chart
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HBLYX vs. SWKRX commentary
Apr 28, 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 HBLYX is a Buy and SWKRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. SWKRX (63.7M). SWKRX pays higher dividends than HBLYX: SWKRX (4.60) vs HBLYX (3.53). HBLYX was incepted earlier than SWKRX: HBLYX (19 years) vs SWKRX (17 years). HBLYX (0.67) is less costly to investors than SWKRX (0.43). HBLYX is a more actively managed with annual turnover of: 61.00 vs. SWKRX (7.00). SWKRX has a lower initial minimum investment than HBLYX: SWKRX (0) vs HBLYX (250000). SWKRX annual gain was more profitable for investors over the last year : 8.69 vs. HBLYX (4.62). HBLYX return over 5 years is better than : 18.80 vs. SWKRX (11.54).
| HBLYX | SWKRX | HBLYX / SWKRX | |
| Total Expense Ratio | 0.67 | 0.25 | 268% |
| Annual Report Gross Expense Ratio | 0.67 | 0.43 | 156% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 1.346 | 2.672 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 63.7M | 18,210% |
| Annual Yield % from dividends | 3.53 | 4.60 | 77% |
| Returns for 1 year | 4.62 | 8.69 | 53% |
| Returns for 3 years | 6.97 | 6.52 | 107% |
| Returns for 5 years | 18.80 | 11.54 | 163% |
| Returns for 10 years | 33.66 | 17.87 | 188% |
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