Interact to see
Advertisement
Advertisement
HBLIX vs SPDAX
HBLIX vs SPDAX Comparison
Open Charts HBLIX vs SPDAX
Hartford Balanced Income I
Price$15.08
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
DWS Multi-Asset Conservative Allc A
Price$13.78
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets60.93M
HBLIX vs SPDAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. SPDAX 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 SPDAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. SPDAX (60.9M). HBLIX pays higher dividends than SPDAX: HBLIX (3.51) vs SPDAX (2.65). HBLIX was incepted earlier than SPDAX: HBLIX (16 years) vs SPDAX (25 years). SPDAX (1.22) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. SPDAX (53.00). SPDAX has a lower initial minimum investment than HBLIX: SPDAX (1000) vs HBLIX (2000). SPDAX annual gain was more profitable for investors over the last year : 5.38 vs. HBLIX (3.52). HBLIX return over 5 years is better than : 14.95 vs. SPDAX (7.90).
| HBLIX | SPDAX | HBLIX / SPDAX | |
| Total Expense Ratio | 0.65 | 1.03 | 63% |
| Annual Report Gross Expense Ratio | 0.65 | 1.22 | 53% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 9.272 | 8.920 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 60.9M | 19,212% |
| Annual Yield % from dividends | 3.51 | 2.65 | 132% |
| Returns for 1 year | 3.52 | 5.38 | 65% |
| Returns for 3 years | 19.04 | 22.95 | 83% |
| Returns for 5 years | 14.95 | 7.90 | 189% |
| Returns for 10 years | 48.29 | 38.65 | 125% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement