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HBLIX vs SPDCX
HBLIX vs SPDCX Comparison
Open Charts HBLIX vs SPDCX
Hartford Balanced Income I
Price$15.08
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
DWS Multi-Asset Conservative Allc C
Price$13.77
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets60.93M
HBLIX vs SPDCX Comparison Chart in %
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HBLIX vs. SPDCX 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 SPDCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. SPDCX (60.9M). HBLIX pays higher dividends than SPDCX: HBLIX (3.51) vs SPDCX (1.96). HBLIX was incepted earlier than SPDCX: HBLIX (16 years) vs SPDCX (25 years). SPDCX (2.07) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. SPDCX (53.00). SPDCX has a lower initial minimum investment than HBLIX: SPDCX (1000) vs HBLIX (2000). SPDCX annual gain was more profitable for investors over the last year : 4.61 vs. HBLIX (3.52). HBLIX return over 5 years is better than : 14.95 vs. SPDCX (3.93).
| HBLIX | SPDCX | HBLIX / SPDCX | |
| Total Expense Ratio | 0.65 | 1.78 | 37% |
| Annual Report Gross Expense Ratio | 0.65 | 2.07 | 31% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 9.272 | 8.165 | 114% |
| Front Load | N/A | N/A | - |
| 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 | 1.96 | 179% |
| Returns for 1 year | 3.52 | 4.61 | 76% |
| Returns for 3 years | 19.04 | 20.24 | 94% |
| Returns for 5 years | 14.95 | 3.93 | 380% |
| Returns for 10 years | 48.29 | 28.69 | 168% |