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HBLRX vs SPDCX
HBLRX vs SPDCX Comparison
Open Charts HBLRX vs SPDCX
Hartford Balanced Income R3
Price$15.40
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets11.72B
DWS Multi-Asset Conservative Allc C
Price$13.82
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets60.24M
HBLRX vs SPDCX Comparison Chart in %
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HBLRX vs. SPDCX 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 SPDCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. SPDCX (60.2M). HBLRX pays higher dividends than SPDCX: HBLRX (2.85) vs SPDCX (1.95). HBLRX was incepted earlier than SPDCX: HBLRX (16 years) vs SPDCX (25 years). SPDCX (1.97) is less costly to investors than HBLRX (1.28). SPDCX is a more actively managed with annual turnover of: 92.00 vs. HBLRX (61.00). HBLRX has a lower initial minimum investment than SPDCX: HBLRX (0) vs SPDCX (1000). HBLRX annual gain was more profitable for investors over the last year : 4.68 vs. SPDCX (3.75). HBLRX return over 5 years is better than : 11.77 vs. SPDCX (2.80).
| HBLRX | SPDCX | HBLRX / SPDCX | |
| Total Expense Ratio | 1.28 | 1.72 | 74% |
| Annual Report Gross Expense Ratio | 1.28 | 1.97 | 65% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 10.720 | 9.029 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 60.2M | 19,435% |
| Annual Yield % from dividends | 2.85 | 1.95 | 146% |
| Returns for 1 year | 4.68 | 3.75 | 125% |
| Returns for 3 years | 15.71 | 18.63 | 84% |
| Returns for 5 years | 11.77 | 2.80 | 420% |
| Returns for 10 years | 48.05 | 32.23 | 149% |
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