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HBLTX vs VTMFX
HBLTX vs VTMFX Comparison
Open Charts HBLTX vs VTMFX
Hartford Balanced Income R5
Price$14.72
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
Vanguard Tax-Managed Balanced Adm
Price$45.52
Change-$0.28 (-0.61%)
VolumeN/A
Net Assets10.38B
HBLTX vs VTMFX Comparison Chart
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HBLTX vs. VTMFX 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 VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. VTMFX (10.4B). HBLTX pays higher dividends than VTMFX: HBLTX (3.56) vs VTMFX (2.17). 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 : 5.39 vs. HBLTX (4.71). VTMFX return over 5 years is better than : 41.76 vs. HBLTX (17.41).
| 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 | 4.039 | 0.669 | 604% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 10.4B | 113% |
| Annual Yield % from dividends | 3.56 | 2.17 | 164% |
| Returns for 1 year | 4.71 | 5.39 | 87% |
| Returns for 3 years | 16.62 | 31.02 | 54% |
| Returns for 5 years | 17.41 | 41.76 | 42% |
| Returns for 10 years | 39.57 | 77.77 | 51% |
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