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HBLIX vs SPDCX
HBLIX vs SPDCX Comparison
Open Charts HBLIX vs SPDCX
Hartford Balanced Income I
Price$15.33
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets11.72B
DWS Multi-Asset Conservative Allc C
Price$13.82
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets60.24M
HBLIX vs SPDCX Comparison Chart in %
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HBLIX vs. SPDCX commentary
Dec 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 Hold and SPDCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. SPDCX (60.2M). HBLIX pays higher dividends than SPDCX: HBLIX (3.45) vs SPDCX (1.95). HBLIX was incepted earlier than SPDCX: HBLIX (16 years) vs SPDCX (25 years). SPDCX (1.97) is less costly to investors than HBLIX (0.65). SPDCX is a more actively managed with annual turnover of: 92.00 vs. HBLIX (61.00). SPDCX has a lower initial minimum investment than HBLIX: SPDCX (1000) vs HBLIX (2000). HBLIX annual gain was more profitable for investors over the last year : 5.31 vs. SPDCX (3.75). HBLIX return over 5 years is better than : 15.14 vs. SPDCX (2.80).
| HBLIX | SPDCX | HBLIX / SPDCX | |
| Total Expense Ratio | 0.65 | 1.72 | 38% |
| Annual Report Gross Expense Ratio | 0.65 | 1.97 | 33% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 11.373 | 9.029 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 60.2M | 19,435% |
| Annual Yield % from dividends | 3.45 | 1.95 | 177% |
| Returns for 1 year | 5.31 | 3.75 | 141% |
| Returns for 3 years | 17.83 | 18.63 | 96% |
| Returns for 5 years | 15.14 | 2.80 | 540% |
| Returns for 10 years | 56.07 | 32.23 | 174% |
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