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HBLFX vs HBLSX
HBLFX vs HBLSX Comparison
Open Charts HBLFX vs HBLSX
Hartford Balanced Income F
Price$15.05
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Hartford Balanced Income R4
Price$15.13
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.79B
HBLFX vs HBLSX Comparison Chart in %
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HBLFX vs. HBLSX commentary
Oct 18, 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 HBLFX is a Hold and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX (11.8B) and HBLSX (11.8B) have equal amount of cash in the bank . HBLFX pays higher dividends than HBLSX: HBLFX (3.59) vs HBLSX (3.18). HBLFX was incepted earlier than HBLSX: HBLFX (9 years) vs HBLSX (15 years). HBLSX (0.96) is less costly to investors than HBLFX (0.56). HBLFX (61.00) and HBLSX (61.00) have comparable annual turnover. HBLSX has a lower initial minimum investment than HBLFX: HBLSX (0) vs HBLFX (1000000). HBLFX annual gain was more profitable for investors over the last year : 2.53 vs. HBLSX (2.09). HBLFX return over 5 years is better than : 17.79 vs. HBLSX (15.53).
| HBLFX | HBLSX | HBLFX / HBLSX | |
| Total Expense Ratio | 0.56 | 0.96 | 58% |
| Annual Report Gross Expense Ratio | 0.56 | 0.96 | 58% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 9.128 | 8.741 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 11.8B | 100% |
| Annual Yield % from dividends | 3.59 | 3.18 | 113% |
| Returns for 1 year | 2.53 | 2.09 | 121% |
| Returns for 3 years | 25.38 | 23.89 | 106% |
| Returns for 5 years | 17.79 | 15.53 | 115% |
| Returns for 10 years | N/A | 44.51 | - |
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