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CTHFX vs HBLIX
CTHFX vs HBLIX Comparison
Open Charts CTHFX vs HBLIX
American Funds College 2030 529F1
Price$14.53
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets4.9B
Hartford Balanced Income I
Price$15.14
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.83B
CTHFX vs HBLIX Comparison Chart in %
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CTHFX vs. HBLIX 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 CTHFX is a Hold and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. CTHFX (4.9B). HBLIX pays higher dividends than CTHFX: HBLIX (3.51) vs CTHFX (3.12). CTHFX was incepted earlier than HBLIX: CTHFX (13 years) vs HBLIX (16 years). CTHFX (0.75) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. CTHFX (10.00). CTHFX has a lower initial minimum investment than HBLIX: CTHFX (250) vs HBLIX (2000). CTHFX annual gain was more profitable for investors over the last year : 9.38 vs. HBLIX (3.87). HBLIX return over 5 years is better than : 18.65 vs. CTHFX (14.65).
| CTHFX | HBLIX | CTHFX / HBLIX | |
| Total Expense Ratio | 0.75 | 0.65 | 115% |
| Annual Report Gross Expense Ratio | 0.75 | 0.65 | 115% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 11.086 | 9.707 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.9B | 11.8B | 42% |
| Annual Yield % from dividends | 3.12 | 3.51 | 89% |
| Returns for 1 year | 9.38 | 3.87 | 242% |
| Returns for 3 years | 33.55 | 24.80 | 135% |
| Returns for 5 years | 14.65 | 18.65 | 79% |
| Returns for 10 years | 42.34 | 47.55 | 89% |
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