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HBLRX vs HBLYX
HBLRX vs HBLYX Comparison
Open Charts HBLRX vs HBLYX
Hartford Balanced Income R3
Price$14.83
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
Hartford Balanced Income Y
Price$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
HBLRX vs HBLYX Comparison Chart in %
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HBLRX vs. HBLYX commentary
Dec 28, 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 StrongBuy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX (11.7B) and HBLYX (11.7B) have equal amount of cash in the bank . HBLYX pays higher dividends than HBLRX: HBLYX (3.38) vs HBLRX (2.85). HBLRX was incepted earlier than HBLYX: HBLRX (16 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 : 6.64 vs. HBLRX (5.98). HBLYX return over 5 years is better than : 11.25 vs. HBLRX (7.97).
| HBLRX | HBLYX | HBLRX / HBLYX | |
| Total Expense Ratio | 1.28 | 0.67 | 191% |
| Annual Report Gross Expense Ratio | 1.28 | 0.67 | 191% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 6.346 | 7.050 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 11.7B | 100% |
| Annual Yield % from dividends | 2.85 | 3.38 | 84% |
| Returns for 1 year | 5.98 | 6.64 | 90% |
| Returns for 3 years | 16.48 | 18.62 | 88% |
| Returns for 5 years | 7.97 | 11.25 | 71% |
| Returns for 10 years | 40.60 | 48.63 | 83% |
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