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HBLIX vs SPBAX
HBLIX vs SPBAX Comparison
Open Charts HBLIX vs SPBAX
Hartford Balanced Income I
Price$15.33
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets11.72B
DWS Multi-Asset Conservative Allc S
Price$13.81
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets59.9M
HBLIX vs SPBAX Comparison Chart in %
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HBLIX vs. SPBAX commentary
Dec 14, 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 Hold and SPBAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. SPBAX (59.9M). HBLIX pays higher dividends than SPBAX: HBLIX (3.45) vs SPBAX (2.88). HBLIX was incepted earlier than SPBAX: HBLIX (16 years) vs SPBAX (29 years). SPBAX (0.86) is less costly to investors than HBLIX (0.65). SPBAX is a more actively managed with annual turnover of: 92.00 vs. HBLIX (61.00). HBLIX has a lower initial minimum investment than SPBAX: HBLIX (2000) vs SPBAX (2500). HBLIX annual gain was more profitable for investors over the last year : 5.31 vs. SPBAX (4.86). HBLIX return over 5 years is better than : 15.14 vs. SPBAX (8.08).
| HBLIX | SPBAX | HBLIX / SPBAX | |
| Total Expense Ratio | 0.65 | 0.72 | 90% |
| Annual Report Gross Expense Ratio | 0.65 | 0.86 | 76% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 11.373 | 10.095 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 59.9M | 19,533% |
| Annual Yield % from dividends | 3.45 | 2.88 | 120% |
| Returns for 1 year | 5.31 | 4.86 | 109% |
| Returns for 3 years | 17.83 | 22.25 | 80% |
| Returns for 5 years | 15.14 | 8.08 | 187% |
| Returns for 10 years | 56.07 | 46.10 | 122% |
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