HBLCX
Price
$14.44
Change
-$0.07 (-0.48%)
Updated
Jul 7 closing price
Net Assets
11.95B
SPDAX
Price
$13.36
Change
+$0.02 (+0.15%)
Updated
Jul 3 closing price
Net Assets
60.91M
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HBLCX vs SPDAX

Header iconHBLCX vs SPDAX Comparison
Open Charts HBLCX vs SPDAXBanner chart's image
Hartford Balanced Income C
Price$14.44
Change-$0.07 (-0.48%)
VolumeN/A
Net Assets11.95B
DWS Multi-Asset Conservative Allc A
Price$13.36
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets60.91M
HBLCX vs SPDAX Comparison Chart in %
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HBLCX vs. SPDAX 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 SPDAX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. SPDAX (60.9M). SPDAX (2.69) and HBLCX (2.63) 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 (1.22). 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 : 5.76 vs. SPDAX (4.76). HBLCX return over 5 years is better than : 13.60 vs. SPDAX (10.82).
HBLCXSPDAXHBLCX / SPDAX
Total Expense Ratio1.641.03159%
Annual Report Gross Expense Ratio1.641.22134%
Fund Existence19 years25 years-
Gain YTD5.6584.907115%
Front LoadN/A6%-
Min. Initial Investment20001000200%
Min. Initial Investment IRA2000N/A-
Net Assets12B60.9M19,704%
Annual Yield % from dividends2.632.6998%
Returns for 1 year5.764.76121%
Returns for 3 years13.4416.6781%
Returns for 5 years13.6010.82126%
Returns for 10 years31.7831.54101%
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