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CTHFX vs HBLIX
CTHFX vs HBLIX Comparison
Open Charts CTHFX vs HBLIX
American Funds College 2030 529F1
Price$14.44
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets4.85B
Hartford Balanced Income I
Price$15.09
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.9B
CTHFX vs HBLIX Comparison Chart in %
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CTHFX vs. HBLIX commentary
Oct 06, 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: 11.9B vs. CTHFX (4.85B). 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 : 7.91 vs. HBLIX (3.25). HBLIX return over 5 years is better than : 20.19 vs. CTHFX (15.37).
| 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 | 10.398 | 9.344 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 11.9B | 41% |
| Annual Yield % from dividends | 3.12 | 3.51 | 89% |
| Returns for 1 year | 7.91 | 3.25 | 243% |
| Returns for 3 years | 31.18 | 22.94 | 136% |
| Returns for 5 years | 15.37 | 20.19 | 76% |
| Returns for 10 years | 44.99 | 51.23 | 88% |
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