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HBLIX vs SPDAX
HBLIX vs SPDAX Comparison
Open Charts HBLIX vs SPDAX
Hartford Balanced Income I
Price$15.13
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.86B
DWS Multi-Asset Conservative Allc A
Price$13.82
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets61.29M
HBLIX vs SPDAX Comparison Chart in %
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HBLIX vs. SPDAX 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 SPDAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. SPDAX (61.3M). HBLIX pays higher dividends than SPDAX: HBLIX (3.51) vs SPDAX (2.68). 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 : 5.14 vs. HBLIX (3.73). HBLIX return over 5 years is better than : 18.81 vs. SPDAX (10.95).
| 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 | 9.634 | 9.236 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 61.3M | 19,413% |
| Annual Yield % from dividends | 3.51 | 2.68 | 131% |
| Returns for 1 year | 3.73 | 5.14 | 73% |
| Returns for 3 years | 26.68 | 28.77 | 93% |
| Returns for 5 years | 18.81 | 10.95 | 172% |
| Returns for 10 years | 47.12 | 38.14 | 124% |
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