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AOCIX vs HBLSX
AOCIX vs HBLSX Comparison
Open Charts AOCIX vs HBLSX
American Century One Choice Cnsrv I
Price$14.06
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets1.1B
Hartford Balanced Income R4
Price$15.13
Change-$0.06 (-0.39%)
VolumeN/A
Net Assets11.89B
AOCIX vs HBLSX Comparison Chart in %
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AOCIX vs. HBLSX commentary
Oct 10, 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. AOCIX (1.11B). HBLSX pays higher dividends than AOCIX: HBLSX (3.18) vs AOCIX (2.72). AOCIX was incepted earlier than HBLSX: AOCIX (21 years) vs HBLSX (15 years). HBLSX (0.96) is less costly to investors than AOCIX (0.81). HBLSX is a more actively managed with annual turnover of: 61.00 vs. AOCIX (14.00). HBLSX has a lower initial minimum investment than AOCIX: HBLSX (0) vs AOCIX (2500). AOCIX annual gain was more profitable for investors over the last year : 8.28 vs. HBLSX (3.31). HBLSX return over 5 years is better than : 16.30 vs. AOCIX (11.11).
| AOCIX | HBLSX | AOCIX / HBLSX | |
| Total Expense Ratio | 0.81 | 0.96 | 84% |
| Annual Report Gross Expense Ratio | 0.81 | 0.96 | 84% |
| Fund Existence | 21 years | 15 years | - |
| Gain YTD | 9.285 | 9.172 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | 2500 | N/A | - |
| Net Assets | 1.11B | 11.9B | 9% |
| Annual Yield % from dividends | 2.72 | 3.18 | 85% |
| Returns for 1 year | 8.28 | 3.31 | 250% |
| Returns for 3 years | 28.52 | 25.50 | 112% |
| Returns for 5 years | 11.11 | 16.30 | 68% |
| Returns for 10 years | 32.80 | 45.96 | 71% |
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