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HBLRX vs SPDAX
HBLRX vs SPDAX Comparison
Open Charts HBLRX vs SPDAX
Hartford Balanced Income R3
Price$15.21
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.85B
DWS Multi-Asset Conservative Allc A
Price$13.82
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets61.29M
HBLRX vs SPDAX Comparison Chart in %
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HBLRX vs. SPDAX 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 SPDAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. SPDAX (61.3M). HBLRX pays higher dividends than SPDAX: HBLRX (2.89) vs SPDAX (2.68). 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 : 5.14 vs. HBLRX (3.06). HBLRX return over 5 years is better than : 15.32 vs. SPDAX (10.95).
| 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 | 9.071 | 9.236 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 61.3M | 19,413% |
| Annual Yield % from dividends | 2.89 | 2.68 | 108% |
| Returns for 1 year | 3.06 | 5.14 | 59% |
| Returns for 3 years | 24.36 | 28.77 | 85% |
| Returns for 5 years | 15.32 | 10.95 | 140% |
| Returns for 10 years | 39.68 | 38.14 | 104% |
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