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HBLRX vs SPBAX
HBLRX vs SPBAX Comparison
Open Charts HBLRX vs SPBAX
Hartford Balanced Income R3
Price$15.16
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.68B
DWS Multi-Asset Conservative Allc S
Price$13.76
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets60.93M
HBLRX vs SPBAX Comparison Chart in %
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HBLRX vs. SPBAX 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 HBLRX is a Buy and SPBAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. SPBAX (60.9M). SPBAX (2.90) and HBLRX (2.90) have matching dividends . HBLRX was incepted earlier than SPBAX: HBLRX (15 years) vs SPBAX (29 years). HBLRX (1.28) is less costly to investors than SPBAX (0.97). HBLRX is a more actively managed with annual turnover of: 61.00 vs. SPBAX (53.00). HBLRX has a lower initial minimum investment than SPBAX: HBLRX (0) vs SPBAX (2500). SPBAX annual gain was more profitable for investors over the last year : 5.74 vs. HBLRX (2.92). HBLRX return over 5 years is better than : 11.67 vs. SPBAX (9.27).
| HBLRX | SPBAX | HBLRX / SPBAX | |
| Total Expense Ratio | 1.28 | 0.78 | 164% |
| Annual Report Gross Expense Ratio | 1.28 | 0.97 | 132% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 8.712 | 9.143 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 60.9M | 19,212% |
| Annual Yield % from dividends | 2.90 | 2.90 | 100% |
| Returns for 1 year | 2.92 | 5.74 | 51% |
| Returns for 3 years | 16.97 | 23.92 | 71% |
| Returns for 5 years | 11.67 | 9.27 | 126% |
| Returns for 10 years | 40.78 | 42.21 | 97% |
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