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CLIAX vs HBLAX
CLIAX vs HBLAX Comparison
Open Charts CLIAX vs HBLAX
Invesco Income Allocation C
Price$11.16
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets325.73M
Hartford Balanced Income A
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
CLIAX vs HBLAX Comparison Chart in %
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CLIAX vs. HBLAX commentary
Oct 20, 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 CLIAX is a Hold and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. CLIAX (326M). CLIAX pays higher dividends than HBLAX: CLIAX (3.71) vs HBLAX (3.29). CLIAX was incepted earlier than HBLAX: CLIAX (20 years) vs HBLAX (19 years). CLIAX (1.66) is less costly to investors than HBLAX (0.89). CLIAX is a more actively managed with annual turnover of: 86.00 vs. HBLAX (61.00). CLIAX has a lower initial minimum investment than HBLAX: CLIAX (1000) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to CLIAX: HBLAX (2000) vs CLIAX (250). CLIAX annual gain was more profitable for investors over the last year : 7.47 vs. HBLAX (2.20). CLIAX return over 5 years is better than : 19.15 vs. HBLAX (15.95).
| CLIAX | HBLAX | CLIAX / HBLAX | |
| Total Expense Ratio | 1.66 | 0.89 | 187% |
| Annual Report Gross Expense Ratio | 1.66 | 0.89 | 187% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 8.636 | 8.795 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 326M | 11.8B | 3% |
| Annual Yield % from dividends | 3.71 | 3.29 | 113% |
| Returns for 1 year | 7.47 | 2.20 | 340% |
| Returns for 3 years | 27.21 | 24.19 | 113% |
| Returns for 5 years | 19.15 | 15.95 | 120% |
| Returns for 10 years | 36.47 | 45.19 | 81% |
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