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HBLRX vs SPDAX
HBLRX vs SPDAX Comparison
Open Charts HBLRX vs SPDAX
Hartford Balanced Income R3
Price$15.16
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.68B
DWS Multi-Asset Conservative Allc A
Price$13.78
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets60.93M
HBLRX vs SPDAX Comparison Chart in %
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HBLRX vs. SPDAX 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 SPDAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. SPDAX (60.9M). HBLRX pays higher dividends than SPDAX: HBLRX (2.90) vs SPDAX (2.65). HBLRX was incepted earlier than SPDAX: HBLRX (15 years) vs SPDAX (25 years). HBLRX (1.28) and SPDAX (1.22) have similar cost to investors . HBLRX is a more actively managed with annual turnover of: 61.00 vs. SPDAX (53.00). HBLRX has a lower initial minimum investment than SPDAX: HBLRX (0) vs SPDAX (1000). SPDAX annual gain was more profitable for investors over the last year : 5.38 vs. HBLRX (2.92). HBLRX return over 5 years is better than : 11.67 vs. SPDAX (7.90).
| HBLRX | SPDAX | HBLRX / SPDAX | |
| Total Expense Ratio | 1.28 | 1.03 | 124% |
| Annual Report Gross Expense Ratio | 1.28 | 1.22 | 105% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 8.712 | 8.920 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 60.9M | 19,212% |
| Annual Yield % from dividends | 2.90 | 2.65 | 109% |
| Returns for 1 year | 2.92 | 5.38 | 54% |
| Returns for 3 years | 16.97 | 22.95 | 74% |
| Returns for 5 years | 11.67 | 7.90 | 148% |
| Returns for 10 years | 40.78 | 38.65 | 106% |
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