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HBLSX vs VTMFX
HBLSX vs VTMFX Comparison
Open Charts HBLSX vs VTMFX
Hartford Balanced Income R4
Price$15.17
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.95B
Vanguard Tax-Managed Balanced Adm
Price$47.73
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets10.97B
HBLSX vs VTMFX Comparison Chart in %
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HBLSX vs. VTMFX commentary
Sep 09, 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 VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. VTMFX (11B). HBLSX pays higher dividends than VTMFX: HBLSX (3.17) vs VTMFX (2.12). HBLSX was incepted earlier than VTMFX: HBLSX (15 years) vs VTMFX (31 years). HBLSX (0.96) is less costly to investors than VTMFX (0.09). HBLSX is a more actively managed with annual turnover of: 61.00 vs. VTMFX (20.00). HBLSX has a lower initial minimum investment than VTMFX: HBLSX (0) vs VTMFX (10000). VTMFX annual gain was more profitable for investors over the last year : 8.89 vs. HBLSX (3.49). VTMFX return over 5 years is better than : 38.95 vs. HBLSX (16.03).
| HBLSX | VTMFX | HBLSX / VTMFX | |
| Total Expense Ratio | 0.96 | 0.09 | 1,067% |
| Annual Report Gross Expense Ratio | 0.96 | 0.09 | 1,067% |
| Fund Existence | 15 years | 31 years | - |
| Gain YTD | 8.163 | 5.583 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 11B | 109% |
| Annual Yield % from dividends | 3.17 | 2.12 | 150% |
| Returns for 1 year | 3.49 | 8.89 | 39% |
| Returns for 3 years | 18.48 | 33.68 | 55% |
| Returns for 5 years | 16.03 | 38.95 | 41% |
| Returns for 10 years | 46.85 | 91.74 | 51% |
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