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CTHEX vs HBLCX
CTHEX vs HBLCX Comparison
Open Charts CTHEX vs HBLCX
American Funds College 2030 529E
Price$14.15
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets4.88B
Hartford Balanced Income C
Price$14.70
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.58B
CTHEX vs HBLCX Comparison Chart in %
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CTHEX vs. HBLCX commentary
Nov 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 CTHEX is a Hold and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. CTHEX (4.88B). CTHEX pays higher dividends than HBLCX: CTHEX (2.78) vs HBLCX (2.59). CTHEX was incepted earlier than HBLCX: CTHEX (13 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than CTHEX (0.93). HBLCX is a more actively managed with annual turnover of: 61.00 vs. CTHEX (10.00). CTHEX has a lower initial minimum investment than HBLCX: CTHEX (250) vs HBLCX (2000). CTHEX annual gain was more profitable for investors over the last year : 8.34 vs. HBLCX (1.95). HBLCX (8.03) and CTHEX (7.79) have equivalent 5 years return.
| CTHEX | HBLCX | CTHEX / HBLCX | |
| Total Expense Ratio | 0.93 | 1.64 | 57% |
| Annual Report Gross Expense Ratio | 0.93 | 1.64 | 57% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 9.520 | 7.576 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 4.88B | 11.6B | 42% |
| Annual Yield % from dividends | 2.78 | 2.59 | 108% |
| Returns for 1 year | 8.34 | 1.95 | 427% |
| Returns for 3 years | 25.65 | 13.59 | 189% |
| Returns for 5 years | 7.79 | 8.03 | 97% |
| Returns for 10 years | 34.48 | 33.32 | 103% |
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