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HBLCX vs SPBAX
HBLCX vs SPBAX Comparison
Open Charts HBLCX vs SPBAX
Hartford Balanced Income C
Price$14.56
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.92B
DWS Multi-Asset Conservative Allc S
Price$13.40
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets61.08M
HBLCX vs SPBAX Comparison Chart in %
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HBLCX vs. SPBAX commentary
Jul 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 HBLCX is a Buy and SPBAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. SPBAX (61.1M). SPBAX pays higher dividends than HBLCX: SPBAX (2.94) vs HBLCX (2.63). HBLCX was incepted earlier than SPBAX: HBLCX (19 years) vs SPBAX (29 years). HBLCX (1.64) is less costly to investors than SPBAX (0.97). HBLCX is a more actively managed with annual turnover of: 61.00 vs. SPBAX (53.00). 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 : 5.50 vs. HBLCX (4.21). HBLCX (10.80) and SPBAX (10.75) have equivalent 5 years return.
| HBLCX | SPBAX | HBLCX / SPBAX | |
| Total Expense Ratio | 1.64 | 0.78 | 210% |
| Annual Report Gross Expense Ratio | 1.64 | 0.97 | 169% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 6.022 | 5.521 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 61.1M | 19,476% |
| Annual Yield % from dividends | 2.63 | 2.94 | 90% |
| Returns for 1 year | 4.21 | 5.50 | 76% |
| Returns for 3 years | 11.90 | 16.86 | 71% |
| Returns for 5 years | 10.80 | 10.75 | 100% |
| Returns for 10 years | 32.33 | 35.16 | 92% |
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