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HBLIX vs HBLSX
HBLIX vs HBLSX Comparison
Open Charts HBLIX vs HBLSX
Hartford Balanced Income I
Price$14.93
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.91B
Hartford Balanced Income R4
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
HBLIX vs HBLSX Comparison Chart in %
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HBLIX vs. HBLSX commentary
Aug 17, 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 StrongBuy and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX (11.9B) and HBLSX (11.9B) have equal amount of cash in the bank . HBLIX pays higher dividends than HBLSX: HBLIX (3.58) vs HBLSX (3.24). HBLIX was incepted earlier than HBLSX: HBLIX (15 years) vs HBLSX (15 years). HBLSX (0.96) is less costly to investors than HBLIX (0.65). HBLIX (61.00) and HBLSX (61.00) have comparable annual turnover. HBLSX has a lower initial minimum investment than HBLIX: HBLSX (0) vs HBLIX (2000). HBLIX annual gain was more profitable for investors over the last year : 4.42 vs. HBLSX (4.12). HBLIX return over 5 years is better than : 16.30 vs. HBLSX (14.65).
| HBLIX | HBLSX | HBLIX / HBLSX | |
| Total Expense Ratio | 0.65 | 0.96 | 68% |
| Annual Report Gross Expense Ratio | 0.65 | 0.96 | 68% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 7.241 | 7.094 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 11.9B | 100% |
| Annual Yield % from dividends | 3.58 | 3.24 | 110% |
| Returns for 1 year | 4.42 | 4.12 | 107% |
| Returns for 3 years | 11.90 | 10.88 | 109% |
| Returns for 5 years | 16.30 | 14.65 | 111% |
| Returns for 10 years | 44.94 | 41.39 | 109% |
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