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AABFX vs HBLTX
AABFX vs HBLTX Comparison
Open Charts AABFX vs HBLTX
Thrivent Balanced Income Plus A
Price$14.37
Change-$0.02 (-0.14%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.42
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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AABFX vs HBLTX Comparison Chart
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AABFX vs. HBLTX commentary
Sep 21, 2024
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 AABFX is a StrongBuy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.8B vs. AABFX (428M). HBLTX pays higher dividends than AABFX: HBLTX (3.54) vs AABFX (2.88). AABFX was incepted earlier than HBLTX: AABFX (27 years) vs HBLTX (14 years). AABFX is a more actively managed with annual turnover of: 77.00 vs. HBLTX (57.00). HBLTX has a lower initial minimum investment than AABFX: HBLTX (0) vs AABFX (2000). AABFX (17.30) and HBLTX (16.83) have marching annual gain over last year. AABFX return over 5 years is better than : 25.92 vs. HBLTX (18.94).
| AABFX | HBLTX | AABFX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | 9.418 | 9.047 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 12.8B | 3% |
| Annual Yield % from dividends | 2.88 | 3.54 | 81% |
| Returns for 1 year | 17.30 | 16.83 | 103% |
| Returns for 3 years | 2.73 | 2.18 | 125% |
| Returns for 5 years | 25.92 | 18.94 | 137% |
| Returns for 10 years | 31.77 | 42.45 | 75% |
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