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HBLTX vs MRJIX
HBLTX vs MRJIX Comparison
Open Charts HBLTX vs MRJIX
Hartford Balanced Income R5
Price$14.72
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.86B
Morgan Stanley Multi-Asset Real Return I
Price$10.89
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets8.63M
HBLTX vs MRJIX Comparison Chart
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HBLTX vs. MRJIX commentary
Jun 14, 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 MRJIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. MRJIX (8.63M). MRJIX pays higher dividends than HBLTX: MRJIX (10.37) vs HBLTX (3.56). HBLTX was incepted earlier than MRJIX: HBLTX (15 years) vs MRJIX (7 years). MRJIX (2.30) is less costly to investors than HBLTX (0.66). MRJIX is a more actively managed with annual turnover of: 310.00 vs. HBLTX (61.00). HBLTX has a lower initial minimum investment than MRJIX: HBLTX (0) vs MRJIX (1000000). MRJIX annual gain was more profitable for investors over the last year : 12.04 vs. HBLTX (4.71). MRJIX return over 5 years is better than : 43.71 vs. HBLTX (17.41).
| HBLTX | MRJIX | HBLTX / MRJIX | |
| Total Expense Ratio | 0.66 | 0.80 | 83% |
| Annual Report Gross Expense Ratio | 0.66 | 2.30 | 29% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 4.039 | 11.157 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 8.63M | 137,923% |
| Annual Yield % from dividends | 3.56 | 10.37 | 34% |
| Returns for 1 year | 4.71 | 12.04 | 39% |
| Returns for 3 years | 16.62 | 22.27 | 75% |
| Returns for 5 years | 17.41 | 43.71 | 40% |
| Returns for 10 years | 39.57 | N/A | - |
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