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HBLTX vs VTMFX
HBLTX vs VTMFX Comparison
Open Charts HBLTX vs VTMFX
Hartford Balanced Income R5
Price$14.95
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Vanguard Tax-Managed Balanced Adm
Price$46.83
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets10.67B
HBLTX vs VTMFX Comparison Chart in %
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HBLTX vs. VTMFX commentary
Jul 28, 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: 11.9B vs. VTMFX (10.7B). HBLTX pays higher dividends than VTMFX: HBLTX (3.54) 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 : 8.53 vs. HBLTX (5.36). VTMFX return over 5 years is better than : 40.87 vs. HBLTX (16.36).
| 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 | 6.610 | 3.592 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 10.7B | 111% |
| Annual Yield % from dividends | 3.54 | 2.17 | 163% |
| Returns for 1 year | 5.36 | 8.53 | 63% |
| Returns for 3 years | 15.38 | 29.99 | 51% |
| Returns for 5 years | 16.36 | 40.87 | 40% |
| Returns for 10 years | 44.79 | 83.54 | 54% |
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