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CBUZX vs HBLVX
CBUZX vs HBLVX Comparison
Open Charts CBUZX vs HBLVX
Columbia Income Builder Inst
Price$12.31
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets855.98M
Hartford Balanced Income R6
Price$15.37
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.98B
CBUZX vs HBLVX Comparison Chart in %
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CBUZX vs. HBLVX commentary
Sep 16, 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 CBUZX is a StrongBuy and HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. CBUZX (856M). CBUZX pays higher dividends than HBLVX: CBUZX (3.98) vs HBLVX (3.53). CBUZX was incepted earlier than HBLVX: CBUZX (15 years) vs HBLVX (11 years). CBUZX (0.72) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. CBUZX (18.00). HBLVX has a lower initial minimum investment than CBUZX: HBLVX (0) vs CBUZX (2000). CBUZX annual gain was more profitable for investors over the last year : 7.05 vs. HBLVX (4.15). HBLVX (19.21) and CBUZX (19.04) have equivalent 5 years return.
| CBUZX | HBLVX | CBUZX / HBLVX | |
| Total Expense Ratio | 0.72 | 0.56 | 129% |
| Annual Report Gross Expense Ratio | 0.72 | 0.56 | 129% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 9.371 | 8.951 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 856M | 12B | 7% |
| Annual Yield % from dividends | 3.98 | 3.53 | 113% |
| Returns for 1 year | 7.05 | 4.15 | 170% |
| Returns for 3 years | 25.72 | 19.88 | 129% |
| Returns for 5 years | 19.04 | 19.21 | 99% |
| Returns for 10 years | 56.14 | 52.91 | 106% |
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