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HBLCX vs SPBAX
HBLCX vs SPBAX Comparison
Open Charts HBLCX vs SPBAX
Hartford Balanced Income C
Price$14.32
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.79B
DWS Multi-Asset Conservative Allc S
Price$13.18
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets59.69M
HBLCX vs SPBAX Comparison Chart
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HBLCX vs. SPBAX commentary
Jun 17, 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: 11.8B vs. SPBAX (59.7M). SPBAX pays higher dividends than HBLCX: SPBAX (2.92) vs HBLCX (2.65). 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 : 3.54 vs. SPBAX (3.24). HBLCX (11.89) and SPBAX (11.81) 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 | 3.515 | 2.821 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 59.7M | 19,765% |
| Annual Yield % from dividends | 2.65 | 2.92 | 91% |
| Returns for 1 year | 3.54 | 3.24 | 109% |
| Returns for 3 years | 13.04 | 17.60 | 74% |
| Returns for 5 years | 11.89 | 11.81 | 101% |
| Returns for 10 years | 27.67 | 30.68 | 90% |
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