HBLRX
Price
$14.92
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.92B
HBLYX
Price
$15.08
Change
+$0.04 (+0.27%)
Updated
Jul 25 closing price
Net Assets
11.92B
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HBLRX vs HBLYX

Header iconHBLRX vs HBLYX Comparison
Open Charts HBLRX vs HBLYXBanner chart's image
Hartford Balanced Income R3
Price$14.92
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Hartford Balanced Income Y
Price$15.08
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
HBLRX vs HBLYX Comparison Chart in %
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HBLRX vs. HBLYX commentary
Jul 27, 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 HBLRX is a Buy and HBLYX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLRX (11.9B) and HBLYX (11.9B) have equal amount of cash in the bank . HBLYX pays higher dividends than HBLRX: HBLYX (3.51) vs HBLRX (2.94). HBLRX was incepted earlier than HBLYX: HBLRX (15 years) vs HBLYX (19 years). HBLRX (1.28) is less costly to investors than HBLYX (0.67). HBLRX (61.00) and HBLYX (61.00) have comparable annual turnover. HBLRX has a lower initial minimum investment than HBLYX: HBLRX (0) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 5.38 vs. HBLRX (4.65). HBLYX return over 5 years is better than : 16.51 vs. HBLRX (13.07).
HBLRXHBLYXHBLRX / HBLYX
Total Expense Ratio1.280.67191%
Annual Report Gross Expense Ratio1.280.67191%
Fund Existence15 years19 years-
Gain YTD6.2286.70393%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B11.9B100%
Annual Yield % from dividends2.943.5184%
Returns for 1 year4.655.3886%
Returns for 3 years13.3315.4686%
Returns for 5 years13.0716.5179%
Returns for 10 years37.5545.2783%
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