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HBLCX vs VTMFX
HBLCX vs VTMFX Comparison
Open Charts HBLCX vs VTMFX
Hartford Balanced Income C
Price$14.75
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.95B
Vanguard Tax-Managed Balanced Adm
Price$47.73
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets10.97B
HBLCX vs VTMFX Comparison Chart in %
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HBLCX vs. VTMFX commentary
Sep 09, 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 StrongBuy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. VTMFX (11B). HBLCX pays higher dividends than VTMFX: HBLCX (2.58) vs VTMFX (2.12). HBLCX was incepted earlier than VTMFX: HBLCX (19 years) vs VTMFX (31 years). HBLCX (1.64) is less costly to investors than VTMFX (0.09). HBLCX is a more actively managed with annual turnover of: 61.00 vs. VTMFX (20.00). HBLCX has a lower initial minimum investment than VTMFX: HBLCX (2000) vs VTMFX (10000). VTMFX annual gain was more profitable for investors over the last year : 8.89 vs. HBLCX (2.71). VTMFX return over 5 years is better than : 38.95 vs. HBLCX (12.09).
| HBLCX | VTMFX | HBLCX / VTMFX | |
| Total Expense Ratio | 1.64 | 0.09 | 1,822% |
| Annual Report Gross Expense Ratio | 1.64 | 0.09 | 1,822% |
| Fund Existence | 19 years | 31 years | - |
| Gain YTD | 7.624 | 5.583 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 10000 | 20% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 11B | 109% |
| Annual Yield % from dividends | 2.58 | 2.12 | 122% |
| Returns for 1 year | 2.71 | 8.89 | 30% |
| Returns for 3 years | 15.89 | 33.68 | 47% |
| Returns for 5 years | 12.09 | 38.95 | 31% |
| Returns for 10 years | 37.68 | 91.74 | 41% |
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