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CTHEX vs HBLAX
CTHEX vs HBLAX Comparison
Open Charts CTHEX vs HBLAX
American Funds College 2030 529E
Price$13.25
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets4.42B
Hartford Balanced Income A
Price$14.31
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets11.69B
CTHEX vs HBLAX Comparison Chart
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CTHEX vs. HBLAX commentary
May 05, 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 CTHEX is a Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. CTHEX (4.42B). HBLAX pays higher dividends than CTHEX: HBLAX (3.41) vs CTHEX (2.98). CTHEX was incepted earlier than HBLAX: CTHEX (13 years) vs HBLAX (19 years). CTHEX (0.93) and HBLAX (0.89) have similar cost to investors . HBLAX is a more actively managed with annual turnover of: 61.00 vs. CTHEX (10.00). CTHEX has a lower initial minimum investment than HBLAX: CTHEX (250) vs HBLAX (2000). CTHEX annual gain was more profitable for investors over the last year : 8.81 vs. HBLAX (4.32). HBLAX return over 5 years is better than : 18.86 vs. CTHEX (14.32).
| CTHEX | HBLAX | CTHEX / HBLAX | |
| Total Expense Ratio | 0.93 | 0.89 | 104% |
| Annual Report Gross Expense Ratio | 0.93 | 0.89 | 104% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 2.554 | 1.807 | 141% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 4.42B | 11.7B | 38% |
| Annual Yield % from dividends | 2.98 | 3.41 | 88% |
| Returns for 1 year | 8.81 | 4.32 | 204% |
| Returns for 3 years | 13.38 | 7.72 | 173% |
| Returns for 5 years | 14.32 | 18.86 | 76% |
| Returns for 10 years | 23.19 | 32.71 | 71% |