Interact to see
Advertisement
Advertisement
HBLIX vs SPDAX
HBLIX vs SPDAX Comparison
Open Charts HBLIX vs SPDAX
Hartford Balanced Income I
Price$15.33
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets11.72B
DWS Multi-Asset Conservative Allc A
Price$13.84
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets60.24M
HBLIX vs SPDAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. SPDAX commentary
Dec 13, 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 SPDAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. SPDAX (60.2M). HBLIX pays higher dividends than SPDAX: HBLIX (3.45) vs SPDAX (2.64). HBLIX was incepted earlier than SPDAX: HBLIX (16 years) vs SPDAX (25 years). SPDAX (1.12) is less costly to investors than HBLIX (0.65). SPDAX is a more actively managed with annual turnover of: 92.00 vs. HBLIX (61.00). SPDAX has a lower initial minimum investment than HBLIX: SPDAX (1000) vs HBLIX (2000). HBLIX annual gain was more profitable for investors over the last year : 5.31 vs. SPDAX (4.59). HBLIX return over 5 years is better than : 15.14 vs. SPDAX (6.73).
| HBLIX | SPDAX | HBLIX / SPDAX | |
| Total Expense Ratio | 0.65 | 0.97 | 67% |
| Annual Report Gross Expense Ratio | 0.65 | 1.12 | 58% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 11.373 | 9.868 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 60.2M | 19,435% |
| Annual Yield % from dividends | 3.45 | 2.64 | 131% |
| Returns for 1 year | 5.31 | 4.59 | 116% |
| Returns for 3 years | 17.83 | 21.40 | 83% |
| Returns for 5 years | 15.14 | 6.73 | 225% |
| Returns for 10 years | 56.07 | 42.44 | 132% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers