Interact to see
Advertisement
Advertisement
ACCIX vs HBLRX
ACCIX vs HBLRX Comparison
Open Charts ACCIX vs HBLRX
American Century Strat Allc: Cnsrv I
Price$5.50
Change-$0.06 (-1.08%)
VolumeN/A
Net Assets282.29M
Hartford Balanced Income R3
Price$14.39
Change-$0.16 (-1.10%)
VolumeN/A
Net Assets11.77B
ACCIX vs HBLRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ACCIX vs. HBLRX commentary
May 22, 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 ACCIX is a Hold and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. ACCIX (282M). HBLRX pays higher dividends than ACCIX: HBLRX (2.99) vs ACCIX (2.59). ACCIX was incepted earlier than HBLRX: ACCIX (25 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than ACCIX (0.93). HBLRX is a more actively managed with annual turnover of: 61.00 vs. ACCIX (30.00). HBLRX has a lower initial minimum investment than ACCIX: HBLRX (0) vs ACCIX (5000000). ACCIX annual gain was more profitable for investors over the last year : 3.02 vs. HBLRX (2.37). ACCIX (16.67) and HBLRX (16.23) have equivalent 5 years return.
| ACCIX | HBLRX | ACCIX / HBLRX | |
| Total Expense Ratio | 0.63 | 1.28 | 49% |
| Annual Report Gross Expense Ratio | 0.93 | 1.28 | 73% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 3.435 | 2.824 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 11.8B | 2% |
| Annual Yield % from dividends | 2.59 | 2.99 | 87% |
| Returns for 1 year | 3.02 | 2.37 | 127% |
| Returns for 3 years | 12.51 | 9.32 | 134% |
| Returns for 5 years | 16.67 | 16.23 | 103% |
| Returns for 10 years | 10.70 | 29.82 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BILZ | 101.12 | 0.01 | +0.01% |
| PIMCO Ultra Short Government Active ETF | |||
| DVYE | 28.44 | -0.03 | -0.11% |
| iShares Emerging Markets Dividend ETF | |||
| MCH | 23.82 | -0.09 | -0.38% |
| Matthews China Active ETF | |||
| JIRE | 68.53 | -0.39 | -0.57% |
| JPMorgan International Rsrch Enh Eq ETF | |||
| SMAY | 23.13 | -0.30 | -1.29% |
| FT Vest US Sm Cp Mod Buffr ETF- May | |||