HBLYX vs. HSMYX
Compare and contrast key facts about The Hartford Balanced Income Fund (HBLYX) and Hartford Small Cap Value Fund (HSMYX).
HBLYX is managed by Hartford. It was launched on Jul 30, 2006. HSMYX is managed by Hartford. It was launched on Dec 31, 2004.
Performance
HBLYX vs. HSMYX - Performance Comparison
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HBLYX vs. HSMYX - 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% |
HSMYX Hartford Small Cap Value Fund | 1.77% | 2.45% | 11.99% | 17.29% | -12.02% | 31.98% | 4.41% | 28.25% | -10.65% | 10.04% |
Returns By Period
In the year-to-date period, HBLYX achieves a -0.74% return, which is significantly lower than HSMYX's 1.77% return. Over the past 10 years, HBLYX has underperformed HSMYX with an annualized return of 6.68%, while HSMYX has yielded a comparatively higher 9.43% 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%
HSMYX
- 1D
- 1.77%
- 1M
- -4.28%
- YTD
- 1.77%
- 6M
- 3.35%
- 1Y
- 13.07%
- 3Y*
- 10.19%
- 5Y*
- 4.84%
- 10Y*
- 9.43%
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HBLYX vs. HSMYX - Expense Ratio Comparison
HBLYX has a 0.64% expense ratio, which is lower than HSMYX's 0.85% expense ratio.
Return for Risk
HBLYX vs. HSMYX — Risk / Return Rank
HBLYX
HSMYX
HBLYX vs. HSMYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Balanced Income Fund (HBLYX) and Hartford Small Cap Value Fund (HSMYX). 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 | HSMYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.59 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.29 | 0.98 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.13 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 0.94 | +0.33 |
Martin ratioReturn relative to average drawdown | 5.01 | 2.82 | +2.20 |
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 | HSMYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.59 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.23 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.40 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.33 | +0.47 |
Correlation
The correlation between HBLYX and HSMYX is 0.75, 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. HSMYX - Dividend Comparison
HBLYX's dividend yield for the trailing twelve months is around 7.02%, more than HSMYX's 6.57% 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% |
HSMYX Hartford Small Cap Value Fund | 6.57% | 6.68% | 2.91% | 3.35% | 9.64% | 6.82% | 1.27% | 12.08% | 36.32% | 5.07% | 1.16% | 6.70% |
Drawdowns
HBLYX vs. HSMYX - Drawdown Comparison
The maximum HBLYX drawdown since its inception was -31.36%, smaller than the maximum HSMYX drawdown of -60.81%. Use the drawdown chart below to compare losses from any high point for HBLYX and HSMYX.
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Drawdown Indicators
| HBLYX | HSMYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.36% | -60.81% | +29.45% |
Max Drawdown (1Y)Largest decline over 1 year | -5.90% | -14.64% | +8.74% |
Max Drawdown (5Y)Largest decline over 5 years | -15.92% | -27.70% | +11.78% |
Max Drawdown (10Y)Largest decline over 10 years | -23.19% | -46.51% | +23.32% |
Current DrawdownCurrent decline from peak | -4.55% | -7.57% | +3.02% |
Average DrawdownAverage peak-to-trough decline | -3.10% | -9.85% | +6.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 4.86% | -3.37% |
Volatility
HBLYX vs. HSMYX - Volatility Comparison
The current volatility for The Hartford Balanced Income Fund (HBLYX) is 2.73%, while Hartford Small Cap Value Fund (HSMYX) has a volatility of 5.36%. This indicates that HBLYX experiences smaller price fluctuations and is considered to be less risky than HSMYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HBLYX | HSMYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 5.36% | -2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 4.42% | 13.52% | -9.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.61% | 23.15% | -15.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.96% | 21.25% | -13.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.38% | 23.72% | -15.34% |