Interact to see
Advertisement
Advertisement
HBLIX vs HBLTX
HBLIX vs HBLTX Comparison
Open Charts HBLIX vs HBLTX
Hartford Balanced Income I
Price$14.75
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.68B
Hartford Balanced Income R5
Price$14.86
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.68B
HBLIX vs HBLTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. HBLTX commentary
Dec 27, 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 HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX (11.7B) and HBLTX (11.7B) have equal amount of cash in the bank . HBLIX (3.45) and HBLTX (3.41) have matching dividends . HBLIX was incepted earlier than HBLTX: HBLIX (16 years) vs HBLTX (16 years). HBLTX (0.66) and HBLIX (0.65) have similar cost to investors . HBLIX (61.00) and HBLTX (61.00) have comparable annual turnover. HBLTX has a lower initial minimum investment than HBLIX: HBLTX (0) vs HBLIX (2000). HBLIX (6.69) and HBLTX (6.62) have marching annual gain over last year. HBLTX (11.08) and HBLIX (11.06) have equivalent 5 years return.
| HBLIX | HBLTX | HBLIX / HBLTX | |
| Total Expense Ratio | 0.65 | 0.66 | 98% |
| Annual Report Gross Expense Ratio | 0.65 | 0.66 | 98% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 6.881 | 6.889 | 100% |
| 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 | 3.41 | 101% |
| Returns for 1 year | 6.69 | 6.62 | 101% |
| Returns for 3 years | 18.10 | 18.06 | 100% |
| Returns for 5 years | 11.06 | 11.08 | 100% |
| Returns for 10 years | 47.71 | 47.66 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers