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HBLVX vs VTMFX
HBLVX vs VTMFX Comparison
Open Charts HBLVX vs VTMFX
Hartford Balanced Income R6
Price$15.61
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets11.73B
Vanguard Tax-Managed Balanced Adm
Price$49.61
Change+$0.09 (+0.18%)
VolumeN/A
Net Assets11.51B
HBLVX vs VTMFX Comparison Chart in %
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HBLVX vs. VTMFX commentary
Dec 13, 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 HBLVX is a Hold and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX (11.7B) and VTMFX (11.5B) have equal amount of cash in the bank . HBLVX pays higher dividends than VTMFX: HBLVX (3.48) vs VTMFX (2.07). HBLVX was incepted earlier than VTMFX: HBLVX (11 years) vs VTMFX (31 years). HBLVX (0.56) is less costly to investors than VTMFX (0.09). HBLVX is a more actively managed with annual turnover of: 61.00 vs. VTMFX (20.00). HBLVX has a lower initial minimum investment than VTMFX: HBLVX (0) vs VTMFX (10000). VTMFX annual gain was more profitable for investors over the last year : 6.94 vs. HBLVX (5.52). VTMFX return over 5 years is better than : 37.67 vs. HBLVX (15.81).
| HBLVX | VTMFX | HBLVX / VTMFX | |
| Total Expense Ratio | 0.56 | 0.09 | 622% |
| Annual Report Gross Expense Ratio | 0.56 | 0.09 | 622% |
| Fund Existence | 11 years | 31 years | - |
| Gain YTD | 11.491 | 9.742 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 11.5B | 102% |
| Annual Yield % from dividends | 3.48 | 2.07 | 168% |
| Returns for 1 year | 5.52 | 6.94 | 80% |
| Returns for 3 years | 18.24 | 36.46 | 50% |
| Returns for 5 years | 15.81 | 37.67 | 42% |
| Returns for 10 years | 57.62 | 96.32 | 60% |
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