HBLYX vs. AMCPX
Compare and contrast key facts about The Hartford Balanced Income Fund (HBLYX) and American Funds AMCAP Fund Class A (AMCPX).
HBLYX is managed by Hartford. It was launched on Jul 30, 2006. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
HBLYX vs. AMCPX - Performance Comparison
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HBLYX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HBLYX The Hartford Balanced Income Fund | -0.74% | 10.03% | 9.00% | 7.95% | -8.18% | 10.01% | 7.73% | 19.36% | -4.82% | 11.78% |
AMCPX American Funds AMCAP Fund Class A | -8.56% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, HBLYX achieves a -0.74% return, which is significantly higher than AMCPX's -8.56% return. Over the past 10 years, HBLYX has underperformed AMCPX with an annualized return of 6.68%, while AMCPX has yielded a comparatively higher 11.00% annualized return.
HBLYX
- 1D
- 0.82%
- 1M
- -4.24%
- YTD
- -0.74%
- 6M
- 1.01%
- 1Y
- 6.91%
- 3Y*
- 8.35%
- 5Y*
- 4.83%
- 10Y*
- 6.68%
AMCPX
- 1D
- 3.69%
- 1M
- -6.51%
- YTD
- -8.56%
- 6M
- -6.41%
- 1Y
- 14.53%
- 3Y*
- 15.78%
- 5Y*
- 6.65%
- 10Y*
- 11.00%
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HBLYX vs. AMCPX - Expense Ratio Comparison
HBLYX has a 0.64% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Return for Risk
HBLYX vs. AMCPX — Risk / Return Rank
HBLYX
AMCPX
HBLYX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Balanced Income Fund (HBLYX) and American Funds AMCAP Fund Class A (AMCPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| HBLYX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.77 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.23 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.06 | +0.21 |
Martin ratioReturn relative to average drawdown | 5.01 | 4.25 | +0.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HBLYX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.77 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.35 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.59 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.58 | +0.23 |
Correlation
The correlation between HBLYX and AMCPX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HBLYX vs. AMCPX - Dividend Comparison
HBLYX's dividend yield for the trailing twelve months is around 7.02%, less than AMCPX's 9.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HBLYX The Hartford Balanced Income Fund | 7.02% | 6.97% | 9.70% | 3.44% | 6.90% | 7.00% | 2.83% | 3.49% | 7.25% | 5.58% | 3.89% | 4.54% |
AMCPX American Funds AMCAP Fund Class A | 9.54% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
HBLYX vs. AMCPX - Drawdown Comparison
The maximum HBLYX drawdown since its inception was -31.36%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for HBLYX and AMCPX.
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Drawdown Indicators
| HBLYX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.36% | -62.37% | +31.01% |
Max Drawdown (1Y)Largest decline over 1 year | -5.90% | -14.18% | +8.28% |
Max Drawdown (5Y)Largest decline over 5 years | -15.92% | -36.90% | +20.98% |
Max Drawdown (10Y)Largest decline over 10 years | -23.19% | -36.90% | +13.71% |
Current DrawdownCurrent decline from peak | -4.55% | -11.01% | +6.46% |
Average DrawdownAverage peak-to-trough decline | -3.10% | -9.60% | +6.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 3.54% | -2.05% |
Volatility
HBLYX vs. AMCPX - Volatility Comparison
The current volatility for The Hartford Balanced Income Fund (HBLYX) is 2.73%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 6.69%. This indicates that HBLYX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HBLYX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 6.69% | -3.96% |
Volatility (6M)Calculated over the trailing 6-month period | 4.42% | 11.65% | -7.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.61% | 19.90% | -12.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.96% | 19.19% | -11.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.38% | 18.67% | -10.29% |