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HBLCX vs SPDAX
HBLCX vs SPDAX Comparison
Open Charts HBLCX vs SPDAX
Hartford Balanced Income C
Price$14.32
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.79B
DWS Multi-Asset Conservative Allc A
Price$13.20
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets59.69M
HBLCX vs SPDAX Comparison Chart
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HBLCX vs. SPDAX 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 SPDAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. SPDAX (59.7M). SPDAX (2.67) and HBLCX (2.65) have matching dividends . HBLCX was incepted earlier than SPDAX: HBLCX (19 years) vs SPDAX (24 years). HBLCX (1.64) is less costly to investors than SPDAX (1.22). HBLCX is a more actively managed with annual turnover of: 61.00 vs. SPDAX (53.00). SPDAX has a lower initial minimum investment than HBLCX: SPDAX (1000) vs HBLCX (2000). HBLCX annual gain was more profitable for investors over the last year : 3.54 vs. SPDAX (2.97). HBLCX return over 5 years is better than : 11.89 vs. SPDAX (10.41).
| HBLCX | SPDAX | HBLCX / SPDAX | |
| Total Expense Ratio | 1.64 | 1.03 | 159% |
| Annual Report Gross Expense Ratio | 1.64 | 1.22 | 134% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 3.515 | 2.749 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 59.7M | 19,765% |
| Annual Yield % from dividends | 2.65 | 2.67 | 99% |
| Returns for 1 year | 3.54 | 2.97 | 119% |
| Returns for 3 years | 13.04 | 16.69 | 78% |
| Returns for 5 years | 11.89 | 10.41 | 114% |
| Returns for 10 years | 27.67 | 27.57 | 100% |
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