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HBLFX vs VTMFX
HBLFX vs VTMFX Comparison
Open Charts HBLFX vs VTMFX
Hartford Balanced Income F
Price$14.62
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
Vanguard Tax-Managed Balanced Adm
Price$45.52
Change-$0.28 (-0.61%)
VolumeN/A
Net Assets10.38B
HBLFX vs VTMFX Comparison Chart
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HBLFX vs. VTMFX commentary
Jun 16, 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 Buy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. VTMFX (10.4B). HBLFX pays higher dividends than VTMFX: HBLFX (3.68) vs VTMFX (2.17). HBLFX was incepted earlier than VTMFX: HBLFX (8 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 : 5.39 vs. HBLFX (4.78). VTMFX return over 5 years is better than : 41.76 vs. HBLFX (17.86).
| HBLFX | VTMFX | HBLFX / VTMFX | |
| Total Expense Ratio | 0.56 | 0.09 | 622% |
| Annual Report Gross Expense Ratio | 0.56 | 0.09 | 622% |
| Fund Existence | 8 years | 31 years | - |
| Gain YTD | 4.096 | 0.669 | 612% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 10.4B | 113% |
| Annual Yield % from dividends | 3.68 | 2.17 | 170% |
| Returns for 1 year | 4.78 | 5.39 | 89% |
| Returns for 3 years | 16.94 | 31.02 | 55% |
| Returns for 5 years | 17.86 | 41.76 | 43% |
| Returns for 10 years | N/A | 77.77 | - |
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