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HBLYX vs SWKRX
HBLYX vs SWKRX Comparison
Open Charts HBLYX vs SWKRX
Hartford Balanced Income Y
Price$14.92
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.78B
Schwab® Monthly Income Flexible Payout
Price$10.39
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets67.14M
HBLYX vs SWKRX Comparison Chart in %
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HBLYX vs. SWKRX commentary
Aug 03, 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 Hold and SWKRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. SWKRX (67.1M). SWKRX pays higher dividends than HBLYX: SWKRX (4.58) vs HBLYX (3.51). HBLYX was incepted earlier than SWKRX: HBLYX (19 years) vs SWKRX (17 years). HBLYX (0.67) is less costly to investors than SWKRX (0.35). HBLYX is a more actively managed with annual turnover of: 61.00 vs. SWKRX (14.00). 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 : 5.71 vs. HBLYX (3.22). HBLYX return over 5 years is better than : 15.35 vs. SWKRX (9.01).
| HBLYX | SWKRX | HBLYX / SWKRX | |
| Total Expense Ratio | 0.67 | 0.19 | 353% |
| Annual Report Gross Expense Ratio | 0.67 | 0.35 | 191% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 5.571 | 5.992 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 67.1M | 17,586% |
| Annual Yield % from dividends | 3.51 | 4.58 | 77% |
| Returns for 1 year | 3.22 | 5.71 | 56% |
| Returns for 3 years | 12.61 | 11.48 | 110% |
| Returns for 5 years | 15.35 | 9.01 | 170% |
| Returns for 10 years | 43.09 | 23.37 | 184% |
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