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CTHEX vs HBLRX
CTHEX vs HBLRX Comparison
Open Charts CTHEX vs HBLRX
American Funds College 2030 529E
Price$13.23
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.42B
Hartford Balanced Income R3
Price$14.32
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets11.67B
CTHEX vs HBLRX Comparison Chart
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CTHEX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. CTHEX (4.42B). HBLRX (2.99) and CTHEX (2.98) 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 : 7.53 vs. HBLRX (2.86). HBLRX return over 5 years is better than : 16.87 vs. CTHEX (13.53).
| 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 | 2.399 | 1.481 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.42B | 11.7B | 38% |
| Annual Yield % from dividends | 2.98 | 2.99 | 100% |
| Returns for 1 year | 7.53 | 2.86 | 263% |
| Returns for 3 years | 14.02 | 6.72 | 209% |
| Returns for 5 years | 13.53 | 16.87 | 80% |
| Returns for 10 years | 21.59 | 27.94 | 77% |