HBLTX
Price
$14.90
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
VTMFX
Price
$46.54
Change
+$0.19 (+0.41%)
Updated
Jul 3 closing price
Net Assets
10.38B
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HBLTX vs VTMFX

Header iconHBLTX vs VTMFX Comparison
Open Charts HBLTX vs VTMFXBanner chart's image
Hartford Balanced Income R5
Price$14.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Vanguard Tax-Managed Balanced Adm
Price$46.54
Change+$0.19 (+0.41%)
VolumeN/A
Net Assets10.38B
HBLTX vs VTMFX Comparison Chart in %
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HBLTX vs. VTMFX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. VTMFX (10.4B). 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 (7.02) and HBLTX (6.97) have marching annual gain over last year. VTMFX return over 5 years is better than : 42.87 vs. HBLTX (19.41).
HBLTXVTMFXHBLTX / VTMFX
Total Expense Ratio0.660.09733%
Annual Report Gross Expense Ratio0.660.09733%
Fund Existence15 years31 years-
Gain YTD6.2532.951212%
Front LoadN/AN/A-
Min. Initial Investment010000-
Min. Initial Investment IRAN/AN/A-
Net Assets12B10.4B115%
Annual Yield % from dividends3.542.17163%
Returns for 1 year6.977.0299%
Returns for 3 years17.0231.7454%
Returns for 5 years19.4142.8745%
Returns for 10 years44.2083.5653%
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