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CTHFX vs HBLCX
CTHFX vs HBLCX Comparison
Open Charts CTHFX vs HBLCX
American Funds College 2030 529F1
Price$13.71
Change-$0.07 (-0.51%)
VolumeN/A
Net Assets4.56B
Hartford Balanced Income C
Price$14.39
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets11.8B
CTHFX vs HBLCX Comparison Chart
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CTHFX vs. HBLCX commentary
Jun 14, 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 CTHFX is a Hold and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. CTHFX (4.56B). CTHFX pays higher dividends than HBLCX: CTHFX (3.30) vs HBLCX (2.65). CTHFX was incepted earlier than HBLCX: CTHFX (13 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than CTHFX (0.75). HBLCX is a more actively managed with annual turnover of: 61.00 vs. CTHFX (10.00). CTHFX has a lower initial minimum investment than HBLCX: CTHFX (250) vs HBLCX (2000). CTHFX annual gain was more profitable for investors over the last year : 8.16 vs. HBLCX (3.69). CTHFX return over 5 years is better than : 14.34 vs. HBLCX (11.97).
| CTHFX | HBLCX | CTHFX / HBLCX | |
| Total Expense Ratio | 0.75 | 1.64 | 46% |
| Annual Report Gross Expense Ratio | 0.75 | 1.64 | 46% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 4.817 | 3.587 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 4.56B | 11.8B | 39% |
| Annual Yield % from dividends | 3.30 | 2.65 | 125% |
| Returns for 1 year | 8.16 | 3.69 | 221% |
| Returns for 3 years | 23.02 | 12.30 | 187% |
| Returns for 5 years | 14.34 | 11.97 | 120% |
| Returns for 10 years | 32.13 | 28.15 | 114% |
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