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CTHEX vs HBLYX
CTHEX vs HBLYX Comparison
Open Charts CTHEX vs HBLYX
American Funds College 2030 529E
Price$13.23
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.42B
Hartford Balanced Income Y
Price$14.47
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets11.67B
CTHEX vs HBLYX Comparison Chart
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CTHEX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. CTHEX (4.42B). HBLYX pays higher dividends than CTHEX: HBLYX (3.57) vs CTHEX (2.98). 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 : 7.53 vs. HBLYX (3.54). HBLYX return over 5 years is better than : 20.23 vs. CTHEX (13.53).
| 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 | 2.399 | 1.767 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.42B | 11.7B | 38% |
| Annual Yield % from dividends | 2.98 | 3.57 | 84% |
| Returns for 1 year | 7.53 | 3.54 | 213% |
| Returns for 3 years | 14.02 | 8.72 | 161% |
| Returns for 5 years | 13.53 | 20.23 | 67% |
| Returns for 10 years | 21.59 | 35.00 | 62% |