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HBLRX vs SPBAX
HBLRX vs SPBAX Comparison
Open Charts HBLRX vs SPBAX
Hartford Balanced Income R3
Price$15.21
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.85B
DWS Multi-Asset Conservative Allc S
Price$13.79
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets61.29M
HBLRX vs SPBAX Comparison Chart in %
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HBLRX vs. SPBAX commentary
Oct 22, 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 Hold and SPBAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. SPBAX (61.3M). SPBAX (2.92) and HBLRX (2.89) 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 : 5.42 vs. HBLRX (3.06). HBLRX return over 5 years is better than : 15.32 vs. SPBAX (12.28).
| 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 | 9.071 | 9.381 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 61.3M | 19,413% |
| Annual Yield % from dividends | 2.89 | 2.92 | 99% |
| Returns for 1 year | 3.06 | 5.42 | 56% |
| Returns for 3 years | 24.36 | 29.69 | 82% |
| Returns for 5 years | 15.32 | 12.28 | 125% |
| Returns for 10 years | 39.68 | 41.58 | 95% |
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