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HBLFX vs VTMFX
HBLFX vs VTMFX Comparison
Open Charts HBLFX vs VTMFX
Hartford Balanced Income F
Price$14.85
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Vanguard Tax-Managed Balanced Adm
Price$46.83
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets10.67B
HBLFX vs VTMFX Comparison Chart in %
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HBLFX vs. VTMFX commentary
Jul 28, 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: 11.9B vs. VTMFX (10.7B). HBLFX pays higher dividends than VTMFX: HBLFX (3.66) 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 : 8.53 vs. HBLFX (5.44). VTMFX return over 5 years is better than : 40.87 vs. HBLFX (16.90).
| 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 | 6.715 | 3.592 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 10.7B | 111% |
| Annual Yield % from dividends | 3.66 | 2.17 | 169% |
| Returns for 1 year | 5.44 | 8.53 | 64% |
| Returns for 3 years | 15.69 | 29.99 | 52% |
| Returns for 5 years | 16.90 | 40.87 | 41% |
| Returns for 10 years | N/A | 83.54 | - |
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