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HBLRX vs HBLYX
HBLRX vs HBLYX Comparison
Open Charts HBLRX vs HBLYX
Hartford Balanced Income R3
Price$14.93
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
Hartford Balanced Income Y
Price$15.10
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
HBLRX vs HBLYX Comparison Chart in %
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HBLRX vs. HBLYX commentary
Feb 04, 2026
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 (11.6B) and HBLYX (11.6B) have equal amount of cash in the bank . HBLYX pays higher dividends than HBLRX: HBLYX (3.36) vs HBLRX (2.82). HBLRX was incepted earlier than HBLYX: HBLRX (16 years) vs HBLYX (20 years). HBLRX (1.28) is less costly to investors than HBLYX (0.67). HBLRX (90.00) and HBLYX (90.00) 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 : 6.41 vs. HBLRX (5.70). HBLYX return over 5 years is better than : 12.44 vs. HBLRX (8.92).
| 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 | 20 years | - |
| Gain YTD | 1.981 | 2.096 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 11.6B | 100% |
| Annual Yield % from dividends | 2.82 | 3.36 | 84% |
| Returns for 1 year | 5.70 | 6.41 | 89% |
| Returns for 3 years | 14.29 | 16.50 | 87% |
| Returns for 5 years | 8.92 | 12.44 | 72% |
| Returns for 10 years | 47.10 | 55.68 | 85% |
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