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HBLCX vs SPBAX
HBLCX vs SPBAX Comparison
Open Charts HBLCX vs SPBAX
Hartford Balanced Income C
Price$14.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
DWS Multi-Asset Conservative Allc S
Price$13.33
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets60.91M
HBLCX vs SPBAX Comparison Chart in %
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HBLCX vs. SPBAX commentary
Jul 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 HBLCX is a Buy and SPBAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. SPBAX (60.9M). 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). HBLCX annual gain was more profitable for investors over the last year : 5.76 vs. SPBAX (4.95). HBLCX return over 5 years is better than : 13.60 vs. SPBAX (12.15).
| 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 | 5.658 | 4.970 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 60.9M | 19,704% |
| Annual Yield % from dividends | 2.63 | 2.94 | 90% |
| Returns for 1 year | 5.76 | 4.95 | 116% |
| Returns for 3 years | 13.44 | 17.48 | 77% |
| Returns for 5 years | 13.60 | 12.15 | 112% |
| Returns for 10 years | 31.78 | 34.78 | 91% |
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