CTHEX
Price
$14.21
Change
+$0.01 (+0.07%)
Updated
Oct 3 closing price
Net Assets
4.85B
HBLCX
Price
$14.81
Change
+$0.04 (+0.27%)
Updated
Oct 3 closing price
Net Assets
11.9B
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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$14.21
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets4.85B
Hartford Balanced Income C
Price$14.81
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.9B
CTHEX vs HBLCX Comparison Chart in %
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CTHEX vs. HBLCX commentary
Oct 06, 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: 11.9B vs. CTHEX (4.85B). 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 : 7.44 vs. HBLCX (2.17). HBLCX return over 5 years is better than : 14.26 vs. CTHEX (12.77).
CTHEXHBLCXCTHEX / HBLCX
Total Expense Ratio0.931.6457%
Annual Report Gross Expense Ratio0.931.6457%
Fund Existence13 years19 years-
Gain YTD9.9858.529117%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/A2000-
Net Assets4.85B11.9B41%
Annual Yield % from dividends2.792.58108%
Returns for 1 year7.442.17343%
Returns for 3 years29.4719.10154%
Returns for 5 years12.7714.2690%
Returns for 10 years38.3337.95101%
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