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HBLCX vs SPDAX
HBLCX vs SPDAX Comparison
Open Charts HBLCX vs SPDAX
Hartford Balanced Income C
Price$15.01
Change-$0.05 (-0.33%)
VolumeN/A
Net Assets11.72B
DWS Multi-Asset Conservative Allc A
Price$13.84
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets60.24M
HBLCX vs SPDAX Comparison Chart in %
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HBLCX vs. SPDAX commentary
Dec 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 Hold and SPDAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. SPDAX (60.2M). SPDAX (2.64) and HBLCX (2.54) have matching dividends . HBLCX was incepted earlier than SPDAX: HBLCX (19 years) vs SPDAX (25 years). HBLCX (1.64) is less costly to investors than SPDAX (1.12). SPDAX is a more actively managed with annual turnover of: 92.00 vs. HBLCX (61.00). SPDAX has a lower initial minimum investment than HBLCX: SPDAX (1000) vs HBLCX (2000). SPDAX annual gain was more profitable for investors over the last year : 4.59 vs. HBLCX (4.24). HBLCX return over 5 years is better than : 9.46 vs. SPDAX (6.73).
| HBLCX | SPDAX | HBLCX / SPDAX | |
| Total Expense Ratio | 1.64 | 0.97 | 169% |
| Annual Report Gross Expense Ratio | 1.64 | 1.12 | 146% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 10.361 | 9.868 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 60.2M | 19,435% |
| Annual Yield % from dividends | 2.54 | 2.64 | 96% |
| Returns for 1 year | 4.24 | 4.59 | 92% |
| Returns for 3 years | 14.25 | 21.40 | 67% |
| Returns for 5 years | 9.46 | 6.73 | 141% |
| Returns for 10 years | 42.49 | 42.44 | 100% |
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