Interact to see
Advertisement
Advertisement
HBLSX vs HBLYX
HBLSX vs HBLYX Comparison
Open Charts HBLSX vs HBLYX
Hartford Balanced Income R4
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
Hartford Balanced Income Y
Price$15.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
HBLSX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. HBLYX commentary
Aug 17, 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 StrongBuy and HBLYX is a StrongBuy.
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 : 4.53 vs. HBLSX (4.12). HBLYX return over 5 years is better than : 16.43 vs. HBLSX (14.65).
| 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 | 7.094 | 7.340 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 11.9B | 100% |
| Annual Yield % from dividends | 3.24 | 3.51 | 92% |
| Returns for 1 year | 4.12 | 4.53 | 91% |
| Returns for 3 years | 10.88 | 11.99 | 91% |
| Returns for 5 years | 14.65 | 16.43 | 89% |
| Returns for 10 years | 41.39 | 45.49 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CQQQ | 49.03 | 0.84 | +1.74% |
| Invesco China Technology ETF | |||
| PWER | 29.51 | N/A | N/A |
| Macquarie Energy Transition ETF | |||
| NFLT | 22.96 | -0.01 | -0.05% |
| Virtus Newfleet Multi-Sect Bd ETF | |||
| UNOV | 36.86 | -0.06 | -0.15% |
| Innovator US Equity Ultra Buffer ETF Nov | |||
| KDEC | 24.67 | -0.04 | -0.18% |
| Innovator U.S. Small Cp Pwr Buf ETF -Dec | |||