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HBLCX vs SPBAX
HBLCX vs SPBAX Comparison
Open Charts HBLCX vs SPBAX
Hartford Balanced Income C
Price$15.01
Change-$0.05 (-0.33%)
VolumeN/A
Net Assets11.72B
DWS Multi-Asset Conservative Allc S
Price$13.81
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets59.9M
HBLCX vs SPBAX Comparison Chart in %
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HBLCX vs. SPBAX commentary
Dec 14, 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 HBLCX is a Hold and SPBAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. SPBAX (59.9M). SPBAX pays higher dividends than HBLCX: SPBAX (2.88) vs HBLCX (2.54). HBLCX was incepted earlier than SPBAX: HBLCX (19 years) vs SPBAX (29 years). HBLCX (1.64) is less costly to investors than SPBAX (0.86). SPBAX is a more actively managed with annual turnover of: 92.00 vs. HBLCX (61.00). HBLCX has a lower initial minimum investment than SPBAX: HBLCX (2000) vs SPBAX (2500). SPBAX annual gain was more profitable for investors over the last year : 4.86 vs. HBLCX (4.24). HBLCX return over 5 years is better than : 9.46 vs. SPBAX (8.08).
| HBLCX | SPBAX | HBLCX / SPBAX | |
| Total Expense Ratio | 1.64 | 0.72 | 228% |
| Annual Report Gross Expense Ratio | 1.64 | 0.86 | 191% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 10.361 | 10.095 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 59.9M | 19,533% |
| Annual Yield % from dividends | 2.54 | 2.88 | 88% |
| Returns for 1 year | 4.24 | 4.86 | 87% |
| Returns for 3 years | 14.25 | 22.25 | 64% |
| Returns for 5 years | 9.46 | 8.08 | 117% |
| Returns for 10 years | 42.49 | 46.10 | 92% |
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