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CTHEX vs HBLRX
CTHEX vs HBLRX Comparison
Open Charts CTHEX vs HBLRX
American Funds College 2030 529E
Price$14.21
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets4.85B
Hartford Balanced Income R3
Price$15.18
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.9B
CTHEX vs HBLRX Comparison Chart in %
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CTHEX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. CTHEX (4.85B). 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 : 7.44 vs. HBLRX (2.65). HBLRX return over 5 years is better than : 16.73 vs. CTHEX (12.77).
| CTHEX | HBLRX | CTHEX / HBLRX | |
| Total Expense Ratio | 0.93 | 1.28 | 73% |
| Annual Report Gross Expense Ratio | 0.93 | 1.28 | 73% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 9.985 | 8.856 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 11.9B | 41% |
| Annual Yield % from dividends | 2.79 | 2.89 | 97% |
| Returns for 1 year | 7.44 | 2.65 | 281% |
| Returns for 3 years | 29.47 | 20.69 | 142% |
| Returns for 5 years | 12.77 | 16.73 | 76% |
| Returns for 10 years | 38.33 | 43.55 | 88% |
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