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HBLSX vs HBLYX
HBLSX vs HBLYX Comparison
Open Charts HBLSX vs HBLYX
Hartford Balanced Income R4
Price$15.17
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
Hartford Balanced Income Y
Price$15.32
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets11.68B
HBLSX vs HBLYX Comparison Chart in %
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HBLSX vs. HBLYX 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 HBLSX is a Buy and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX (11.7B) and HBLYX (11.7B) have equal amount of cash in the bank . HBLYX pays higher dividends than HBLSX: HBLYX (3.44) vs HBLSX (3.19). HBLSX was incepted earlier than HBLYX: HBLSX (15 years) vs HBLYX (19 years). HBLSX (0.96) is less costly to investors than HBLYX (0.67). HBLSX (61.00) and HBLYX (61.00) have comparable annual turnover. HBLSX has a lower initial minimum investment than HBLYX: HBLSX (0) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 3.92 vs. HBLSX (3.65). HBLYX return over 5 years is better than : 15.53 vs. HBLSX (13.88).
| HBLSX | HBLYX | HBLSX / HBLYX | |
| Total Expense Ratio | 0.96 | 0.67 | 143% |
| Annual Report Gross Expense Ratio | 0.96 | 0.67 | 143% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 9.603 | 9.833 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 11.7B | 100% |
| Annual Yield % from dividends | 3.19 | 3.44 | 93% |
| Returns for 1 year | 3.65 | 3.92 | 93% |
| Returns for 3 years | 18.31 | 19.33 | 95% |
| Returns for 5 years | 13.88 | 15.53 | 89% |
| Returns for 10 years | 46.32 | 50.47 | 92% |
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