CTHEX
Price
$14.29
Change
+$0.03 (+0.21%)
Updated
Oct 24 closing price
Net Assets
4.9B
HBLCX
Price
$14.84
Change
+$0.02 (+0.13%)
Updated
Oct 24 closing price
Net Assets
11.83B
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CTHEX vs HBLCX

Header iconCTHEX vs HBLCX Comparison
Open Charts CTHEX vs HBLCXBanner chart's image
American Funds College 2030 529E
Price$14.29
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets4.9B
Hartford Balanced Income C
Price$14.84
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.83B
CTHEX vs HBLCX Comparison Chart in %
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CTHEX vs. HBLCX commentary
Oct 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. CTHEX (4.9B). CTHEX pays higher dividends than HBLCX: CTHEX (2.79) vs HBLCX (2.58). 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 : 8.85 vs. HBLCX (2.65). HBLCX return over 5 years is better than : 12.78 vs. CTHEX (11.98).
CTHEXHBLCXCTHEX / HBLCX
Total Expense Ratio0.931.6457%
Annual Report Gross Expense Ratio0.931.6457%
Fund Existence13 years19 years-
Gain YTD10.6048.749121%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/A2000-
Net Assets4.9B11.8B42%
Annual Yield % from dividends2.792.58108%
Returns for 1 year8.852.65334%
Returns for 3 years31.7620.95152%
Returns for 5 years11.9812.7894%
Returns for 10 years35.7034.57103%
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