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HBLIX vs SPBAX
HBLIX vs SPBAX Comparison
Open Charts HBLIX vs SPBAX
Hartford Balanced Income I
Price$15.08
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
DWS Multi-Asset Conservative Allc S
Price$13.76
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets60.93M
HBLIX vs SPBAX Comparison Chart in %
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HBLIX vs. SPBAX commentary
Nov 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 Buy and SPBAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. SPBAX (60.9M). HBLIX pays higher dividends than SPBAX: HBLIX (3.51) vs SPBAX (2.90). HBLIX was incepted earlier than SPBAX: HBLIX (16 years) vs SPBAX (29 years). SPBAX (0.97) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. SPBAX (53.00). HBLIX has a lower initial minimum investment than SPBAX: HBLIX (2000) vs SPBAX (2500). SPBAX annual gain was more profitable for investors over the last year : 5.74 vs. HBLIX (3.52). HBLIX return over 5 years is better than : 14.95 vs. SPBAX (9.27).
| HBLIX | SPBAX | HBLIX / SPBAX | |
| Total Expense Ratio | 0.65 | 0.78 | 83% |
| Annual Report Gross Expense Ratio | 0.65 | 0.97 | 67% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 9.272 | 9.143 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 60.9M | 19,212% |
| Annual Yield % from dividends | 3.51 | 2.90 | 121% |
| Returns for 1 year | 3.52 | 5.74 | 61% |
| Returns for 3 years | 19.04 | 23.92 | 80% |
| Returns for 5 years | 14.95 | 9.27 | 161% |
| Returns for 10 years | 48.29 | 42.21 | 114% |
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