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CTHEX vs HBLYX
CTHEX vs HBLYX Comparison
Open Charts CTHEX vs HBLYX
American Funds College 2030 529E
Price$14.29
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets4.9B
Hartford Balanced Income Y
Price$15.37
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.83B
CTHEX vs HBLYX Comparison Chart in %
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CTHEX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. CTHEX (4.9B). 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 : 8.85 vs. HBLYX (3.86). HBLYX return over 5 years is better than : 18.66 vs. CTHEX (11.98).
| 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 | 10.604 | 9.690 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.9B | 11.8B | 42% |
| Annual Yield % from dividends | 2.79 | 3.44 | 81% |
| Returns for 1 year | 8.85 | 3.86 | 229% |
| Returns for 3 years | 31.76 | 24.82 | 128% |
| Returns for 5 years | 11.98 | 18.66 | 64% |
| Returns for 10 years | 35.70 | 47.94 | 74% |
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