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CTHEX vs HBLCX
CTHEX vs HBLCX Comparison
Open Charts CTHEX vs HBLCX
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.
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).
| 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 | 10.604 | 8.749 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 4.9B | 11.8B | 42% |
| Annual Yield % from dividends | 2.79 | 2.58 | 108% |
| Returns for 1 year | 8.85 | 2.65 | 334% |
| Returns for 3 years | 31.76 | 20.95 | 152% |
| Returns for 5 years | 11.98 | 12.78 | 94% |
| Returns for 10 years | 35.70 | 34.57 | 103% |
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