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ACCIX vs HBLSX
ACCIX vs HBLSX Comparison
Open Charts ACCIX vs HBLSX
American Century Strat Allc: Cnsrv I
Price$5.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets278.44M
Hartford Balanced Income R4
Price$14.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
ACCIX vs HBLSX Comparison Chart
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ACCIX vs. HBLSX commentary
May 12, 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. ACCIX (278M). HBLSX pays higher dividends than ACCIX: HBLSX (3.30) vs ACCIX (2.59). ACCIX was incepted earlier than HBLSX: ACCIX (25 years) vs HBLSX (15 years). HBLSX (0.96) and ACCIX (0.93) have similar cost to investors . HBLSX is a more actively managed with annual turnover of: 61.00 vs. ACCIX (30.00). HBLSX has a lower initial minimum investment than ACCIX: HBLSX (0) vs ACCIX (5000000). HBLSX (2.19) and ACCIX (2.09) have marching annual gain over last year. HBLSX return over 5 years is better than : 17.70 vs. ACCIX (15.89).
| ACCIX | HBLSX | ACCIX / HBLSX | |
| Total Expense Ratio | 0.63 | 0.96 | 66% |
| Annual Report Gross Expense Ratio | 0.93 | 0.96 | 97% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 1.574 | 1.554 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 11.6B | 2% |
| Annual Yield % from dividends | 2.59 | 3.30 | 78% |
| Returns for 1 year | 2.09 | 2.19 | 95% |
| Returns for 3 years | 10.90 | 8.71 | 125% |
| Returns for 5 years | 15.89 | 17.70 | 90% |
| Returns for 10 years | 9.44 | 32.02 | 29% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| NETL | 24.05 | 0.20 | +0.84% |
| Fundamental Income Net Lease Rl Estt ETF | |||
| USMF | 49.68 | 0.08 | +0.15% |
| WisdomTree US Multifactor | |||
| CADGBP | 0.54 | N/A | N/A |
| Canadian Dollar - United Kingdom Pound | |||
| DTD | 75.10 | -0.16 | -0.22% |
| WisdomTree US Total Dividend ETF | |||
| UCRD | 20.94 | -0.05 | -0.24% |
| VictoryShares Corporate Bond ETF | |||