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HBLRX vs SPDCX
HBLRX vs SPDCX Comparison
Open Charts HBLRX vs SPDCX
Hartford Balanced Income R3
Price$15.16
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.68B
DWS Multi-Asset Conservative Allc C
Price$13.77
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets60.93M
HBLRX vs SPDCX Comparison Chart in %
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HBLRX vs. SPDCX 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 SPDCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. SPDCX (60.9M). HBLRX pays higher dividends than SPDCX: HBLRX (2.90) vs SPDCX (1.96). HBLRX was incepted earlier than SPDCX: HBLRX (15 years) vs SPDCX (25 years). SPDCX (2.07) is less costly to investors than HBLRX (1.28). HBLRX is a more actively managed with annual turnover of: 61.00 vs. SPDCX (53.00). HBLRX has a lower initial minimum investment than SPDCX: HBLRX (0) vs SPDCX (1000). SPDCX annual gain was more profitable for investors over the last year : 4.61 vs. HBLRX (2.92). HBLRX return over 5 years is better than : 11.67 vs. SPDCX (3.93).
| HBLRX | SPDCX | HBLRX / SPDCX | |
| Total Expense Ratio | 1.28 | 1.78 | 72% |
| Annual Report Gross Expense Ratio | 1.28 | 2.07 | 62% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 8.712 | 8.165 | 107% |
| Front Load | N/A | N/A | - |
| 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 | 1.96 | 148% |
| Returns for 1 year | 2.92 | 4.61 | 63% |
| Returns for 3 years | 16.97 | 20.24 | 84% |
| Returns for 5 years | 11.67 | 3.93 | 297% |
| Returns for 10 years | 40.78 | 28.69 | 142% |