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HBLFX vs VTMFX
HBLFX vs VTMFX Comparison
Open Charts HBLFX vs VTMFX
Hartford Balanced Income F
Price$15.09
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.95B
Vanguard Tax-Managed Balanced Adm
Price$47.73
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets10.97B
HBLFX vs VTMFX Comparison Chart in %
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HBLFX 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 HBLFX is a StrongBuy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12B vs. VTMFX (11B). HBLFX pays higher dividends than VTMFX: HBLFX (3.58) vs VTMFX (2.12). HBLFX was incepted earlier than VTMFX: HBLFX (9 years) vs VTMFX (31 years). HBLFX (0.56) is less costly to investors than VTMFX (0.09). HBLFX is a more actively managed with annual turnover of: 61.00 vs. VTMFX (20.00). VTMFX has a lower initial minimum investment than HBLFX: VTMFX (10000) vs HBLFX (1000000). VTMFX annual gain was more profitable for investors over the last year : 8.89 vs. HBLFX (3.88). VTMFX return over 5 years is better than : 38.95 vs. HBLFX (18.15).
| HBLFX | VTMFX | HBLFX / VTMFX | |
| Total Expense Ratio | 0.56 | 0.09 | 622% |
| Annual Report Gross Expense Ratio | 0.56 | 0.09 | 622% |
| Fund Existence | 9 years | 31 years | - |
| Gain YTD | 8.440 | 5.583 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 11B | 109% |
| Annual Yield % from dividends | 3.58 | 2.12 | 169% |
| Returns for 1 year | 3.88 | 8.89 | 44% |
| Returns for 3 years | 19.82 | 33.68 | 59% |
| Returns for 5 years | 18.15 | 38.95 | 47% |
| Returns for 10 years | N/A | 91.74 | - |
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