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HBLIX vs HBLSX
HBLIX vs HBLSX Comparison
Open Charts HBLIX vs HBLSX
Hartford Balanced Income I
Price$14.75
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.68B
Hartford Balanced Income R4
Price$14.83
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.68B
HBLIX vs HBLSX Comparison Chart in %
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HBLIX vs. HBLSX commentary
Dec 26, 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 (11.7B) and HBLSX (11.7B) have equal amount of cash in the bank . HBLIX pays higher dividends than HBLSX: HBLIX (3.45) vs HBLSX (3.13). HBLIX was incepted earlier than HBLSX: HBLIX (16 years) vs HBLSX (16 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 : 6.69 vs. HBLSX (6.31). HBLIX return over 5 years is better than : 11.06 vs. HBLSX (9.40).
| HBLIX | HBLSX | HBLIX / HBLSX | |
| Total Expense Ratio | 0.65 | 0.96 | 68% |
| Annual Report Gross Expense Ratio | 0.65 | 0.96 | 68% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 6.881 | 6.585 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 11.7B | 100% |
| Annual Yield % from dividends | 3.45 | 3.13 | 110% |
| Returns for 1 year | 6.69 | 6.31 | 106% |
| Returns for 3 years | 18.10 | 17.02 | 106% |
| Returns for 5 years | 11.06 | 9.40 | 118% |
| Returns for 10 years | 47.71 | 43.92 | 109% |
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