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CTHEX vs HBLRX
CTHEX vs HBLRX Comparison
Open Charts CTHEX vs HBLRX
American Funds College 2030 529E
Price$14.15
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets4.88B
Hartford Balanced Income R3
Price$15.07
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.58B
CTHEX vs HBLRX Comparison Chart in %
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CTHEX vs. HBLRX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. CTHEX (4.88B). HBLRX (2.90) and CTHEX (2.78) 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 : 8.34 vs. HBLRX (2.58). HBLRX return over 5 years is better than : 10.50 vs. CTHEX (7.79).
| 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 | 9.520 | 8.067 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.88B | 11.6B | 42% |
| Annual Yield % from dividends | 2.78 | 2.90 | 96% |
| Returns for 1 year | 8.34 | 2.58 | 323% |
| Returns for 3 years | 25.65 | 15.22 | 168% |
| Returns for 5 years | 7.79 | 10.50 | 74% |
| Returns for 10 years | 34.48 | 38.91 | 89% |
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