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HBLCX vs SPDAX
HBLCX vs SPDAX Comparison
Open Charts HBLCX vs SPDAX
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.
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).
| 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 | 5.658 | 4.907 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 60.9M | 19,704% |
| Annual Yield % from dividends | 2.63 | 2.69 | 98% |
| Returns for 1 year | 5.76 | 4.76 | 121% |
| Returns for 3 years | 13.44 | 16.67 | 81% |
| Returns for 5 years | 13.60 | 10.82 | 126% |
| Returns for 10 years | 31.78 | 31.54 | 101% |
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