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HBLCX vs SPDCX
HBLCX vs SPDCX Comparison
Open Charts HBLCX vs SPDCX
Hartford Balanced Income C
Price$14.78
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.68B
DWS Multi-Asset Conservative Allc C
Price$13.77
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets60.93M
HBLCX vs SPDCX Comparison Chart in %
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HBLCX vs. SPDCX commentary
Nov 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 Buy and SPDCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. SPDCX (60.9M). HBLCX pays higher dividends than SPDCX: HBLCX (2.59) vs SPDCX (1.96). HBLCX was incepted earlier than SPDCX: HBLCX (19 years) vs SPDCX (25 years). SPDCX (2.07) is less costly to investors than HBLCX (1.64). HBLCX is a more actively managed with annual turnover of: 61.00 vs. SPDCX (53.00). SPDCX has a lower initial minimum investment than HBLCX: SPDCX (1000) vs HBLCX (2000). SPDCX annual gain was more profitable for investors over the last year : 4.61 vs. HBLCX (2.37). HBLCX return over 5 years is better than : 9.27 vs. SPDCX (3.93).
| HBLCX | SPDCX | HBLCX / SPDCX | |
| Total Expense Ratio | 1.64 | 1.78 | 92% |
| Annual Report Gross Expense Ratio | 1.64 | 2.07 | 79% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 8.309 | 8.165 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 60.9M | 19,212% |
| Annual Yield % from dividends | 2.59 | 1.96 | 132% |
| Returns for 1 year | 2.37 | 4.61 | 51% |
| Returns for 3 years | 15.35 | 20.24 | 76% |
| Returns for 5 years | 9.27 | 3.93 | 236% |
| Returns for 10 years | 35.25 | 28.69 | 123% |