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CTHEX vs HBLCX
CTHEX vs HBLCX Comparison
Open Charts CTHEX vs HBLCX
American Funds College 2030 529E
Price$13.23
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.42B
Hartford Balanced Income C
Price$13.97
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets11.67B
CTHEX vs HBLCX Comparison Chart
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CTHEX vs. HBLCX commentary
May 07, 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.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. CTHEX (4.42B). CTHEX pays higher dividends than HBLCX: CTHEX (2.98) vs HBLCX (2.67). 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 : 7.53 vs. HBLCX (2.38). HBLCX return over 5 years is better than : 14.48 vs. CTHEX (13.53).
| 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 | 2.399 | 1.345 | 178% |
| Front Load | N/A | N/A | - |
| 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 | 2.67 | 112% |
| Returns for 1 year | 7.53 | 2.38 | 316% |
| Returns for 3 years | 14.02 | 5.29 | 265% |
| Returns for 5 years | 13.53 | 14.48 | 93% |
| Returns for 10 years | 21.59 | 23.06 | 94% |