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HBLCX vs SPDAX
HBLCX vs SPDAX Comparison
Open Charts HBLCX vs SPDAX
Hartford Balanced Income C
Price$14.56
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.92B
DWS Multi-Asset Conservative Allc A
Price$13.42
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets61.08M
HBLCX vs SPDAX Comparison Chart in %
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HBLCX vs. SPDAX commentary
Jul 28, 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: 11.9B vs. SPDAX (61.1M). 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). SPDAX annual gain was more profitable for investors over the last year : 5.15 vs. HBLCX (4.21). HBLCX return over 5 years is better than : 10.80 vs. SPDAX (9.35).
| 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 | 25 years | - |
| Gain YTD | 6.022 | 5.378 | 112% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 61.1M | 19,476% |
| Annual Yield % from dividends | 2.63 | 2.69 | 98% |
| Returns for 1 year | 4.21 | 5.15 | 82% |
| Returns for 3 years | 11.90 | 15.87 | 75% |
| Returns for 5 years | 10.80 | 9.35 | 115% |
| Returns for 10 years | 32.33 | 31.81 | 102% |
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