Interact to see
Advertisement
Advertisement
AOCIX vs HBLAX
AOCIX vs HBLAX Comparison
Open Charts AOCIX vs HBLAX
American Century One Choice Cnsrv I
Price$13.96
Change+$0.13 (+0.94%)
VolumeN/A
Net Assets1.1B
Hartford Balanced Income A
Price$15.08
Change+$0.14 (+0.94%)
VolumeN/A
Net Assets12B
AOCIX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AOCIX vs. HBLAX commentary
Aug 25, 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 AOCIX is a Hold and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. AOCIX (1.1B). HBLAX pays higher dividends than AOCIX: HBLAX (3.35) vs AOCIX (2.84). AOCIX was incepted earlier than HBLAX: AOCIX (21 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than AOCIX (0.81). HBLAX is a more actively managed with annual turnover of: 61.00 vs. AOCIX (14.00). HBLAX has a lower initial minimum investment than AOCIX: HBLAX (2000) vs AOCIX (2500). AOCIX IRA initial investment is lower compared to HBLAX: AOCIX (2500) vs HBLAX (2000). AOCIX annual gain was more profitable for investors over the last year : 8.24 vs. HBLAX (4.37). HBLAX return over 5 years is better than : 16.68 vs. AOCIX (11.40).
| AOCIX | HBLAX | AOCIX / HBLAX | |
| Total Expense Ratio | 0.81 | 0.89 | 91% |
| Annual Report Gross Expense Ratio | 0.81 | 0.89 | 91% |
| Fund Existence | 21 years | 19 years | - |
| Gain YTD | 7.882 | 8.196 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | 2500 | 2000 | 125% |
| Net Assets | 1.1B | 12B | 9% |
| Annual Yield % from dividends | 2.84 | 3.35 | 85% |
| Returns for 1 year | 8.24 | 4.37 | 188% |
| Returns for 3 years | 16.86 | 14.99 | 113% |
| Returns for 5 years | 11.40 | 16.68 | 68% |
| Returns for 10 years | 34.80 | 51.13 | 68% |
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 % |
| XHB | 117.00 | 5.67 | +5.09% |
| SPDR® S&P Homebuilders ETF | |||
| NDIV | 28.96 | 0.82 | +2.91% |
| Amplify Natural Resources Div Inc ETF | |||
| BRIF | 28.53 | 0.31 | +1.11% |
| FIS Bright Portfolios Focused Equity ETF | |||
| DJAN | 41.44 | 0.33 | +0.80% |
| FT Vest US Equity Dp Bffr ETF Jan | |||
| CMU | 3.27 | N/A | +0.15% |
| MFS High Yield Municipal Trust | |||