Interact to see
Advertisement
Advertisement
HBLTX vs HBLVX
HBLTX vs HBLVX Comparison
Open Charts HBLTX vs HBLVX
Hartford Balanced Income R5
Price$15.30
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.69B
Hartford Balanced Income R6
Price$15.42
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets11.69B
HBLTX vs HBLVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLTX vs. HBLVX commentary
Dec 04, 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 HBLTX is a Hold and HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX (11.7B) and HBLVX (11.7B) have equal amount of cash in the bank . HBLVX (3.48) and HBLTX (3.41) have matching dividends . HBLTX was incepted earlier than HBLVX: HBLTX (16 years) vs HBLVX (11 years). HBLTX (0.66) is less costly to investors than HBLVX (0.56). HBLTX (61.00) and HBLVX (61.00) have comparable annual turnover. HBLTX (0) and HBLVX (0) have matching initial minimum investment requirements. HBLVX (3.03) and HBLTX (2.95) have marching annual gain over last year. HBLVX (14.48) and HBLTX (13.86) have equivalent 5 years return.
| HBLTX | HBLVX | HBLTX / HBLVX | |
| Total Expense Ratio | 0.66 | 0.56 | 118% |
| Annual Report Gross Expense Ratio | 0.66 | 0.56 | 118% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 10.126 | 10.205 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 11.7B | 100% |
| Annual Yield % from dividends | 3.41 | 3.48 | 98% |
| Returns for 1 year | 2.95 | 3.03 | 97% |
| Returns for 3 years | 15.63 | 16.01 | 98% |
| Returns for 5 years | 13.86 | 14.48 | 96% |
| Returns for 10 years | 48.40 | 49.92 | 97% |
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 % |
| CATH | 82.65 | 0.37 | +0.45% |
| Global X S&P 500® Catholic Values ETF | |||
| AREA | 18.86 | N/A | N/A |
| Harbor AlphaEdge Next Generatn REITs ETF | |||
| ARP | 31.83 | -0.07 | -0.23% |
| PMV Adaptive Risk Parity ETF | |||
| XUDV | 26.43 | -0.08 | -0.31% |
| Franklin U.S. Dividend Mltplr Idx ETF | |||
| JRS | 7.82 | -0.06 | -0.71% |
| Nuveen Real Estate Income Fund | |||