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HBLIX vs HBLTX
HBLIX vs HBLTX Comparison
Open Charts HBLIX vs HBLTX
Hartford Balanced Income I
Price$15.09
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.95B
Hartford Balanced Income R5
Price$15.20
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.95B
HBLIX vs HBLTX Comparison Chart in %
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HBLIX vs. HBLTX commentary
Sep 09, 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 (12B) and HBLTX (12B) have equal amount of cash in the bank . HBLIX (3.50) and HBLTX (3.46) have matching dividends . HBLIX was incepted earlier than HBLTX: HBLIX (16 years) vs HBLTX (15 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 annual gain was more profitable for investors over the last year : 4.20 vs. HBLTX (3.74). HBLIX (17.94) and HBLTX (17.68) 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 | 15 years | - |
| Gain YTD | 8.391 | 8.322 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 12B | 100% |
| Annual Yield % from dividends | 3.50 | 3.46 | 101% |
| Returns for 1 year | 4.20 | 3.74 | 112% |
| Returns for 3 years | 17.11 | 19.47 | 88% |
| Returns for 5 years | 17.94 | 17.68 | 101% |
| Returns for 10 years | 51.01 | 50.50 | 101% |
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