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CTHEX vs HBLYX
CTHEX vs HBLYX Comparison
Open Charts CTHEX vs HBLYX
American Funds College 2030 529E
Price$14.21
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets4.85B
Hartford Balanced Income Y
Price$15.33
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.9B
CTHEX vs HBLYX Comparison Chart in %
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CTHEX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. CTHEX (4.85B). HBLYX pays higher dividends than CTHEX: HBLYX (3.44) vs CTHEX (2.79). CTHEX was incepted earlier than HBLYX: CTHEX (13 years) vs HBLYX (19 years). CTHEX (0.93) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. CTHEX (10.00). CTHEX has a lower initial minimum investment than HBLYX: CTHEX (250) vs HBLYX (250000). CTHEX annual gain was more profitable for investors over the last year : 7.44 vs. HBLYX (3.32). HBLYX return over 5 years is better than : 20.26 vs. CTHEX (12.77).
| CTHEX | HBLYX | CTHEX / HBLYX | |
| Total Expense Ratio | 0.93 | 0.67 | 139% |
| Annual Report Gross Expense Ratio | 0.93 | 0.67 | 139% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 9.985 | 9.405 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 11.9B | 41% |
| Annual Yield % from dividends | 2.79 | 3.44 | 81% |
| Returns for 1 year | 7.44 | 3.32 | 224% |
| Returns for 3 years | 29.47 | 22.97 | 128% |
| Returns for 5 years | 12.77 | 20.26 | 63% |
| Returns for 10 years | 38.33 | 51.71 | 74% |
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