HBLTX
Price
$14.72
Change
-$0.08 (-0.54%)
Updated
Jun 13 closing price
Net Assets
11.79B
MRJCX
Price
$10.73
Change
+$0.04 (+0.37%)
Updated
Jun 13 closing price
Net Assets
8.69M
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HBLTX vs MRJCX

Header iconHBLTX vs MRJCX Comparison
Open Charts HBLTX vs MRJCXBanner chart's image
Hartford Balanced Income R5
Price$14.72
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
Morgan Stanley Multi-Asset Real Return C
Price$10.73
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets8.69M
HBLTX vs MRJCX Comparison Chart
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HBLTX vs. MRJCX commentary
Jun 16, 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 Buy and MRJCX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. MRJCX (8.69M). MRJCX pays higher dividends than HBLTX: MRJCX (9.59) vs HBLTX (3.56). HBLTX was incepted earlier than MRJCX: HBLTX (15 years) vs MRJCX (7 years). MRJCX (3.41) is less costly to investors than HBLTX (0.66). MRJCX is a more actively managed with annual turnover of: 310.00 vs. HBLTX (61.00). HBLTX has a lower initial minimum investment than MRJCX: HBLTX (0) vs MRJCX (1000). MRJCX annual gain was more profitable for investors over the last year : 11.15 vs. HBLTX (4.71). MRJCX return over 5 years is better than : 37.02 vs. HBLTX (17.41).
HBLTXMRJCXHBLTX / MRJCX
Total Expense Ratio0.661.9035%
Annual Report Gross Expense Ratio0.663.4119%
Fund Existence15 years7 years-
Gain YTD4.03910.96237%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.8B8.69M135,851%
Annual Yield % from dividends3.569.5937%
Returns for 1 year4.7111.1542%
Returns for 3 years16.6218.6589%
Returns for 5 years17.4137.0247%
Returns for 10 years39.57N/A-
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