Interact to see
Advertisement
Advertisement
HBLTX vs RMLVX
HBLTX vs RMLVX Comparison
Open Charts HBLTX vs RMLVX
Hartford Balanced Income R5
Price$15.15
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
HBLTX vs RMLVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLTX 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 HBLTX is a Hold and RMLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. RMLVX (126M). HBLTX pays higher dividends than RMLVX: HBLTX (3.47) vs RMLVX (3.03). HBLTX was incepted earlier than RMLVX: HBLTX (15 years) vs RMLVX (28 years). RMLVX (1.58) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. RMLVX (4.00). HBLTX (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. HBLTX (2.40). HBLTX return over 5 years is better than : 17.22 vs. RMLVX (13.81).
| HBLTX | RMLVX | HBLTX / RMLVX | |
| Total Expense Ratio | 0.66 | 1.27 | 52% |
| Annual Report Gross Expense Ratio | 0.66 | 1.58 | 42% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 8.975 | 10.364 | 87% |
| 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 | 3.47 | 3.03 | 115% |
| Returns for 1 year | 2.40 | 8.22 | 29% |
| Returns for 3 years | 25.08 | 32.91 | 76% |
| Returns for 5 years | 17.22 | 13.81 | 125% |
| Returns for 10 years | 48.28 | 5.88 | 821% |