HBLSX
Price
$14.93
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.92B
HBLYX
Price
$15.08
Change
+$0.04 (+0.27%)
Updated
Jul 25 closing price
Net Assets
11.92B
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HBLSX vs HBLYX

Header iconHBLSX vs HBLYX Comparison
Open Charts HBLSX vs HBLYXBanner chart's image
Hartford Balanced Income R4
Price$14.93
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Hartford Balanced Income Y
Price$15.08
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
HBLSX vs HBLYX Comparison Chart in %
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HBLSX vs. HBLYX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
HBLSX (11.9B) and HBLYX (11.9B) have equal amount of cash in the bank . HBLYX pays higher dividends than HBLSX: HBLYX (3.51) vs HBLSX (3.24). 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 : 5.38 vs. HBLSX (4.97). HBLYX return over 5 years is better than : 16.51 vs. HBLSX (14.73).
HBLSXHBLYXHBLSX / HBLYX
Total Expense Ratio0.960.67143%
Annual Report Gross Expense Ratio0.960.67143%
Fund Existence15 years19 years-
Gain YTD6.4526.70396%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B11.9B100%
Annual Yield % from dividends3.243.5192%
Returns for 1 year4.975.3892%
Returns for 3 years14.3415.4693%
Returns for 5 years14.7316.5189%
Returns for 10 years41.1745.2791%
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