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CTHFX vs HBLRX
CTHFX vs HBLRX Comparison
Open Charts CTHFX vs HBLRX
American Funds College 2030 529F1
Price$14.44
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets4.85B
Hartford Balanced Income R3
Price$15.18
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.9B
CTHFX vs HBLRX Comparison Chart in %
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CTHFX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. CTHFX (4.85B). CTHFX pays higher dividends than HBLRX: CTHFX (3.12) vs HBLRX (2.89). CTHFX was incepted earlier than HBLRX: CTHFX (13 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than CTHFX (0.75). HBLRX is a more actively managed with annual turnover of: 61.00 vs. CTHFX (10.00). HBLRX has a lower initial minimum investment than CTHFX: HBLRX (0) vs CTHFX (250). CTHFX annual gain was more profitable for investors over the last year : 7.91 vs. HBLRX (2.65). HBLRX return over 5 years is better than : 16.73 vs. CTHFX (15.37).
| CTHFX | HBLRX | CTHFX / HBLRX | |
| Total Expense Ratio | 0.75 | 1.28 | 59% |
| Annual Report Gross Expense Ratio | 0.75 | 1.28 | 59% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 10.398 | 8.856 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 11.9B | 41% |
| Annual Yield % from dividends | 3.12 | 2.89 | 108% |
| Returns for 1 year | 7.91 | 2.65 | 298% |
| Returns for 3 years | 31.18 | 20.69 | 151% |
| Returns for 5 years | 15.37 | 16.73 | 92% |
| Returns for 10 years | 44.99 | 43.55 | 103% |
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