HBLYX
Price
$15.01
Change
+$0.03 (+0.20%)
Updated
Aug 7 closing price
Net Assets
11.81B
TRILX
Price
$17.04
Change
+$0.03 (+0.18%)
Updated
Aug 7 closing price
Net Assets
814.24M
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HBLYX vs TRILX

Header iconHBLYX vs TRILX Comparison
Open Charts HBLYX vs TRILXBanner chart's image
Hartford Balanced Income Y
Price$15.01
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Nuveen Lifecycle Index Ret Inc R6
Price$17.04
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets814.24M
HBLYX vs TRILX Comparison Chart in %
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HBLYX vs. TRILX commentary
Aug 08, 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 TRILX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. TRILX (814M). HBLYX pays higher dividends than TRILX: HBLYX (3.51) vs TRILX (2.85). HBLYX was incepted earlier than TRILX: HBLYX (19 years) vs TRILX (16 years). HBLYX (0.67) is less costly to investors than TRILX (0.22). HBLYX is a more actively managed with annual turnover of: 61.00 vs. TRILX (19.00). HBLYX has a lower initial minimum investment than TRILX: HBLYX (250000) vs TRILX (1000000). TRILX annual gain was more profitable for investors over the last year : 8.88 vs. HBLYX (5.32). TRILX return over 5 years is better than : 20.69 vs. HBLYX (14.36).
HBLYXTRILXHBLYX / TRILX
Total Expense Ratio0.670.10670%
Annual Report Gross Expense Ratio0.670.22305%
Fund Existence19 years16 years-
Gain YTD5.9957.62379%
Front LoadN/AN/A-
Min. Initial Investment250000100000025%
Min. Initial Investment IRAN/AN/A-
Net Assets11.8B814M1,450%
Annual Yield % from dividends3.512.85123%
Returns for 1 year5.328.8860%
Returns for 3 years12.7520.0464%
Returns for 5 years14.3620.6969%
Returns for 10 years43.2456.7676%
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