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HBLCX vs SPBAX
HBLCX vs SPBAX Comparison
Open Charts HBLCX vs SPBAX
Hartford Balanced Income C
Price$14.78
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.68B
DWS Multi-Asset Conservative Allc S
Price$13.76
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets60.93M
HBLCX vs SPBAX Comparison Chart in %
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HBLCX vs. SPBAX commentary
Nov 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 Buy and SPBAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. SPBAX (60.9M). SPBAX pays higher dividends than HBLCX: SPBAX (2.90) vs HBLCX (2.59). 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 : 5.74 vs. HBLCX (2.37). HBLCX (9.27) and SPBAX (9.27) 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 | 8.309 | 9.143 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 60.9M | 19,212% |
| Annual Yield % from dividends | 2.59 | 2.90 | 89% |
| Returns for 1 year | 2.37 | 5.74 | 41% |
| Returns for 3 years | 15.35 | 23.92 | 64% |
| Returns for 5 years | 9.27 | 9.27 | 100% |
| Returns for 10 years | 35.25 | 42.21 | 84% |
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