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HBLSX vs RMLVX
HBLSX vs RMLVX Comparison
Open Charts HBLSX vs RMLVX
Hartford Balanced Income R4
Price$15.13
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Russell Inv Lifepoints Moderate Strat R5
Price$10.21
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets126.26M
HBLSX vs RMLVX Comparison Chart in %
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HBLSX vs. RMLVX 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 RMLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. RMLVX (126M). HBLSX pays higher dividends than RMLVX: HBLSX (3.18) vs RMLVX (3.03). HBLSX was incepted earlier than RMLVX: HBLSX (15 years) vs RMLVX (28 years). RMLVX (1.58) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. RMLVX (4.00). HBLSX (0) and RMLVX (0) have matching initial minimum investment requirements. RMLVX annual gain was more profitable for investors over the last year : 8.22 vs. HBLSX (2.09). HBLSX return over 5 years is better than : 15.53 vs. RMLVX (13.81).
| HBLSX | RMLVX | HBLSX / RMLVX | |
| Total Expense Ratio | 0.96 | 1.27 | 76% |
| Annual Report Gross Expense Ratio | 0.96 | 1.58 | 61% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 8.741 | 10.364 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 126M | 9,365% |
| Annual Yield % from dividends | 3.18 | 3.03 | 105% |
| Returns for 1 year | 2.09 | 8.22 | 25% |
| Returns for 3 years | 23.89 | 32.91 | 73% |
| Returns for 5 years | 15.53 | 13.81 | 112% |
| Returns for 10 years | 44.51 | 5.88 | 757% |