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CTHFX vs HBLRX
CTHFX vs HBLRX Comparison
Open Charts CTHFX vs HBLRX
American Funds College 2030 529F1
Price$14.39
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets4.88B
Hartford Balanced Income R3
Price$15.07
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.58B
CTHFX vs HBLRX Comparison Chart in %
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CTHFX vs. HBLRX commentary
Nov 19, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. CTHFX (4.88B). CTHFX pays higher dividends than HBLRX: CTHFX (3.11) vs HBLRX (2.90). 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 : 8.88 vs. HBLRX (2.58). HBLRX (10.50) and CTHFX (10.26) have equivalent 5 years return.
| 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 | 10.015 | 8.067 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.88B | 11.6B | 42% |
| Annual Yield % from dividends | 3.11 | 2.90 | 107% |
| Returns for 1 year | 8.88 | 2.58 | 344% |
| Returns for 3 years | 27.45 | 15.22 | 180% |
| Returns for 5 years | 10.26 | 10.50 | 98% |
| Returns for 10 years | 40.97 | 38.91 | 105% |
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