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HBLIX vs HBLYX
HBLIX vs HBLYX Comparison
Open Charts HBLIX vs HBLYX
Hartford Balanced Income I
Price$15.09
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.95B
Hartford Balanced Income Y
Price$15.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
HBLIX vs HBLYX Comparison Chart in %
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HBLIX vs. HBLYX 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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX (12B) and HBLYX (12B) have equal amount of cash in the bank . HBLIX (3.50) and HBLYX (3.43) have matching dividends . HBLIX was incepted earlier than HBLYX: HBLIX (16 years) vs HBLYX (19 years). HBLYX (0.67) and HBLIX (0.65) have similar cost to investors . HBLIX (61.00) and HBLYX (61.00) have comparable annual turnover. HBLIX has a lower initial minimum investment than HBLYX: HBLIX (2000) vs HBLYX (250000). HBLIX annual gain was more profitable for investors over the last year : 4.20 vs. HBLYX (3.84). HBLIX (17.94) and HBLYX (17.81) have equivalent 5 years return.
| HBLIX | HBLYX | HBLIX / HBLYX | |
| Total Expense Ratio | 0.65 | 0.67 | 97% |
| Annual Report Gross Expense Ratio | 0.65 | 0.67 | 97% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 8.391 | 8.401 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 12B | 100% |
| Annual Yield % from dividends | 3.50 | 3.43 | 102% |
| Returns for 1 year | 4.20 | 3.84 | 109% |
| Returns for 3 years | 17.11 | 19.59 | 87% |
| Returns for 5 years | 17.94 | 17.81 | 101% |
| Returns for 10 years | 51.01 | 51.07 | 100% |
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