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HBLSX vs PARIX
HBLSX vs PARIX Comparison
Open Charts HBLSX vs PARIX
Hartford Balanced Income R4
Price$15.13
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
T. Rowe Price Retirement Balanced Adv
Price$14.31
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.2B
HBLSX vs PARIX Comparison Chart in %
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HBLSX vs. PARIX commentary
Oct 20, 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 Hold and PARIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. PARIX (2.2B). HBLSX pays higher dividends than PARIX: HBLSX (3.18) vs PARIX (2.85). HBLSX was incepted earlier than PARIX: HBLSX (15 years) vs PARIX (22 years). HBLSX (0.96) is less costly to investors than PARIX (0.74). HBLSX is a more actively managed with annual turnover of: 61.00 vs. PARIX (18.60). HBLSX has a lower initial minimum investment than PARIX: HBLSX (0) vs PARIX (2500). PARIX annual gain was more profitable for investors over the last year : 7.35 vs. HBLSX (2.09). HBLSX return over 5 years is better than : 15.53 vs. PARIX (-0.17).
| HBLSX | PARIX | HBLSX / PARIX | |
| Total Expense Ratio | 0.96 | 0.74 | 130% |
| Annual Report Gross Expense Ratio | 0.96 | 0.74 | 130% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 8.741 | 9.361 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 2.2B | 535% |
| Annual Yield % from dividends | 3.18 | 2.85 | 112% |
| Returns for 1 year | 2.09 | 7.35 | 28% |
| Returns for 3 years | 23.89 | 24.20 | 99% |
| Returns for 5 years | 15.53 | -0.17 | -9,146% |
| Returns for 10 years | 44.51 | 16.83 | 264% |
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