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HBLTX vs VTMFX
HBLTX vs VTMFX Comparison
Open Charts HBLTX vs VTMFX
Hartford Balanced Income R5
Price$15.19
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.95B
Vanguard Tax-Managed Balanced Adm
Price$47.73
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets10.97B
HBLTX vs VTMFX Comparison Chart in %
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HBLTX 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 HBLTX is a StrongBuy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. VTMFX (11B). HBLTX pays higher dividends than VTMFX: HBLTX (3.46) vs VTMFX (2.12). HBLTX was incepted earlier than VTMFX: HBLTX (15 years) vs VTMFX (31 years). HBLTX (0.66) is less costly to investors than VTMFX (0.09). HBLTX is a more actively managed with annual turnover of: 61.00 vs. VTMFX (20.00). HBLTX has a lower initial minimum investment than VTMFX: HBLTX (0) vs VTMFX (10000). VTMFX annual gain was more profitable for investors over the last year : 8.89 vs. HBLTX (3.74). VTMFX return over 5 years is better than : 38.95 vs. HBLTX (17.68).
| HBLTX | VTMFX | HBLTX / VTMFX | |
| Total Expense Ratio | 0.66 | 0.09 | 733% |
| Annual Report Gross Expense Ratio | 0.66 | 0.09 | 733% |
| Fund Existence | 15 years | 31 years | - |
| Gain YTD | 8.322 | 5.583 | 149% |
| 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 | 3.46 | 2.12 | 164% |
| Returns for 1 year | 3.74 | 8.89 | 42% |
| Returns for 3 years | 19.47 | 33.68 | 58% |
| Returns for 5 years | 17.68 | 38.95 | 45% |
| Returns for 10 years | 50.50 | 91.74 | 55% |
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