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HBLSX vs MRJIX
HBLSX vs MRJIX Comparison
Open Charts HBLSX vs MRJIX
Hartford Balanced Income R4
Price$14.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Morgan Stanley Multi-Asset Real Return I
Price$10.92
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets8.72M
HBLSX vs MRJIX Comparison Chart in %
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HBLSX vs. MRJIX commentary
Jul 07, 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 MRJIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. MRJIX (8.72M). MRJIX pays higher dividends than HBLSX: MRJIX (10.21) vs HBLSX (3.24). HBLSX was incepted earlier than MRJIX: HBLSX (15 years) vs MRJIX (7 years). MRJIX (2.30) is less costly to investors than HBLSX (0.96). MRJIX is a more actively managed with annual turnover of: 310.00 vs. HBLSX (61.00). HBLSX has a lower initial minimum investment than MRJIX: HBLSX (0) vs MRJIX (1000000). MRJIX annual gain was more profitable for investors over the last year : 11.73 vs. HBLSX (6.57). MRJIX return over 5 years is better than : 44.51 vs. HBLSX (17.66).
| HBLSX | MRJIX | HBLSX / MRJIX | |
| Total Expense Ratio | 0.96 | 0.80 | 120% |
| Annual Report Gross Expense Ratio | 0.96 | 2.30 | 42% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 6.096 | 11.771 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 8.72M | 137,552% |
| Annual Yield % from dividends | 3.24 | 10.21 | 32% |
| Returns for 1 year | 6.57 | 11.73 | 56% |
| Returns for 3 years | 15.97 | 25.51 | 63% |
| Returns for 5 years | 17.66 | 44.51 | 40% |
| Returns for 10 years | 40.59 | N/A | - |
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