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HBLIX vs HBLRX
HBLIX vs HBLRX Comparison
Open Charts HBLIX vs HBLRX
Hartford Balanced Income I
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Hartford Balanced Income R3
Price$15.12
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
HBLIX vs HBLRX Comparison Chart in %
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HBLIX vs. HBLRX commentary
Oct 19, 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 HBLIX is a Hold and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX (11.8B) and HBLRX (11.8B) have equal amount of cash in the bank . HBLIX pays higher dividends than HBLRX: HBLIX (3.51) vs HBLRX (2.89). HBLIX was incepted earlier than HBLRX: HBLIX (16 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than HBLIX (0.65). HBLIX (61.00) and HBLRX (61.00) have comparable annual turnover. HBLRX has a lower initial minimum investment than HBLIX: HBLRX (0) vs HBLIX (2000). HBLIX annual gain was more profitable for investors over the last year : 2.44 vs. HBLRX (1.78). HBLIX return over 5 years is better than : 17.32 vs. HBLRX (13.81).
| HBLIX | HBLRX | HBLIX / HBLRX | |
| Total Expense Ratio | 0.65 | 1.28 | 51% |
| Annual Report Gross Expense Ratio | 0.65 | 1.28 | 51% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 8.982 | 8.426 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 11.8B | 100% |
| Annual Yield % from dividends | 3.51 | 2.89 | 121% |
| Returns for 1 year | 2.44 | 1.78 | 137% |
| Returns for 3 years | 25.08 | 22.80 | 110% |
| Returns for 5 years | 17.32 | 13.81 | 125% |
| Returns for 10 years | 48.34 | 40.84 | 118% |
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