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HBLRX vs SPBAX
HBLRX vs SPBAX Comparison
Open Charts HBLRX vs SPBAX
Hartford Balanced Income R3
Price$15.40
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets11.72B
DWS Multi-Asset Conservative Allc S
Price$13.81
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets59.9M
HBLRX vs SPBAX Comparison Chart in %
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HBLRX vs. SPBAX commentary
Dec 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 Hold and SPBAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. SPBAX (59.9M). SPBAX (2.88) and HBLRX (2.85) have matching dividends . HBLRX was incepted earlier than SPBAX: HBLRX (16 years) vs SPBAX (29 years). HBLRX (1.28) is less costly to investors than SPBAX (0.86). SPBAX is a more actively managed with annual turnover of: 92.00 vs. HBLRX (61.00). HBLRX has a lower initial minimum investment than SPBAX: HBLRX (0) vs SPBAX (2500). SPBAX (4.86) and HBLRX (4.68) have marching annual gain over last year. HBLRX return over 5 years is better than : 11.77 vs. SPBAX (8.08).
| HBLRX | SPBAX | HBLRX / SPBAX | |
| Total Expense Ratio | 1.28 | 0.72 | 178% |
| Annual Report Gross Expense Ratio | 1.28 | 0.86 | 149% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 10.720 | 10.095 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 59.9M | 19,533% |
| Annual Yield % from dividends | 2.85 | 2.88 | 99% |
| Returns for 1 year | 4.68 | 4.86 | 96% |
| Returns for 3 years | 15.71 | 22.25 | 71% |
| Returns for 5 years | 11.77 | 8.08 | 146% |
| Returns for 10 years | 48.05 | 46.10 | 104% |
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