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HBLVX vs VTMFX
HBLVX vs VTMFX Comparison
Open Charts HBLVX vs VTMFX
Hartford Balanced Income R6
Price$15.01
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
HBLVX vs VTMFX Comparison Chart in %
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HBLVX 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 HBLVX is a Buy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. VTMFX (10.4B). HBLVX pays higher dividends than VTMFX: HBLVX (3.61) vs VTMFX (2.17). 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). HBLVX (7.03) and VTMFX (7.02) have marching annual gain over last year. VTMFX return over 5 years is better than : 42.87 vs. HBLVX (20.01).
| 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 | 6.261 | 2.951 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 10.4B | 115% |
| Annual Yield % from dividends | 3.61 | 2.17 | 166% |
| Returns for 1 year | 7.03 | 7.02 | 100% |
| Returns for 3 years | 17.41 | 31.74 | 55% |
| Returns for 5 years | 20.01 | 42.87 | 47% |
| Returns for 10 years | 45.58 | 83.56 | 55% |
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