CTHEX
Price
$14.29
Change
+$0.03 (+0.21%)
Updated
Oct 24 closing price
Net Assets
4.9B
HBLRX
Price
$15.22
Change
+$0.02 (+0.13%)
Updated
Oct 24 closing price
Net Assets
11.83B
Interact to see
Advertisement

CTHEX vs HBLRX

Header iconCTHEX vs HBLRX Comparison
Open Charts CTHEX vs HBLRXBanner chart's image
American Funds College 2030 529E
Price$14.29
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets4.9B
Hartford Balanced Income R3
Price$15.22
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.83B
CTHEX vs HBLRX Comparison Chart in %
View a ticker or compare two or three
VS
CTHEX vs. HBLRX 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 HBLRX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. CTHEX (4.9B). HBLRX (2.89) and CTHEX (2.79) have matching dividends . CTHEX was incepted earlier than HBLRX: CTHEX (13 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than CTHEX (0.93). HBLRX is a more actively managed with annual turnover of: 61.00 vs. CTHEX (10.00). HBLRX has a lower initial minimum investment than CTHEX: HBLRX (0) vs CTHEX (250). CTHEX annual gain was more profitable for investors over the last year : 8.85 vs. HBLRX (3.19). HBLRX return over 5 years is better than : 15.17 vs. CTHEX (11.98).
CTHEXHBLRXCTHEX / HBLRX
Total Expense Ratio0.931.2873%
Annual Report Gross Expense Ratio0.931.2873%
Fund Existence13 years15 years-
Gain YTD10.6049.143116%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets4.9B11.8B42%
Annual Yield % from dividends2.792.8997%
Returns for 1 year8.853.19277%
Returns for 3 years31.7622.61140%
Returns for 5 years11.9815.1779%
Returns for 10 years35.7040.0889%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
HECO46.121.33
+2.97%
SPDR Galaxy Hdg Dgtl Ast Ecosystem ETF
PDP121.522.40
+2.01%
Invesco Dorsey Wright Momentum ETF
RFG52.350.57
+1.09%
Invesco S&P MidCap 400® Pure Growth ETF
FSYD48.810.25
+0.51%
Fidelity Sustainable High Yield ETF
USIN51.47N/A
N/A
WisdomTree 7-10 Year Laddered Trsy ETF