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CTHFX vs HBLIX
CTHFX vs HBLIX Comparison
Open Charts CTHFX vs HBLIX
American Funds College 2030 529F1
Price$13.71
Change-$0.07 (-0.51%)
VolumeN/A
Net Assets4.56B
Hartford Balanced Income I
Price$14.69
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.8B
CTHFX vs HBLIX Comparison Chart
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CTHFX vs. HBLIX 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 HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. CTHFX (4.56B). HBLIX pays higher dividends than CTHFX: HBLIX (3.60) vs CTHFX (3.30). CTHFX was incepted earlier than HBLIX: CTHFX (13 years) vs HBLIX (15 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 : 8.16 vs. HBLIX (4.84). HBLIX return over 5 years is better than : 17.51 vs. CTHFX (14.34).
| 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 | 15 years | - |
| Gain YTD | 4.817 | 4.073 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 11.8B | 39% |
| Annual Yield % from dividends | 3.30 | 3.60 | 91% |
| Returns for 1 year | 8.16 | 4.84 | 169% |
| Returns for 3 years | 23.02 | 15.83 | 145% |
| Returns for 5 years | 14.34 | 17.51 | 82% |
| Returns for 10 years | 32.13 | 40.08 | 80% |
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