Interact to see
Advertisement
Advertisement
HBLIX vs SPBAX
HBLIX vs SPBAX Comparison
Open Charts HBLIX vs SPBAX
Hartford Balanced Income I
Price$15.13
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.86B
DWS Multi-Asset Conservative Allc S
Price$13.79
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets61.29M
HBLIX vs SPBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. SPBAX commentary
Oct 22, 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: 11.9B vs. SPBAX (61.3M). HBLIX pays higher dividends than SPBAX: HBLIX (3.51) vs SPBAX (2.92). 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 : 5.42 vs. HBLIX (3.73). HBLIX return over 5 years is better than : 18.81 vs. SPBAX (12.28).
| 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 | 9.634 | 9.381 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 61.3M | 19,413% |
| Annual Yield % from dividends | 3.51 | 2.92 | 120% |
| Returns for 1 year | 3.73 | 5.42 | 69% |
| Returns for 3 years | 26.68 | 29.69 | 90% |
| Returns for 5 years | 18.81 | 12.28 | 153% |
| Returns for 10 years | 47.12 | 41.58 | 113% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FLDZ | 29.72 | 0.38 | +1.28% |
| RiverNorth Patriot ETF | |||
| RMM | 13.98 | 0.03 | +0.22% |
| RiverNorth Managed Duration Municipal Income Fund | |||
| PWB | 127.47 | -0.20 | -0.16% |
| Invesco Large Cap Growth ETF | |||
| TVC | 24.14 | -0.06 | -0.25% |
| Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 | |||
| INDL | 58.77 | -0.60 | -1.01% |
| Direxion Daily MSCI India Bull 2x ETF | |||