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CTHFX vs HBLRX
CTHFX vs HBLRX Comparison
Open Charts CTHFX vs HBLRX
American Funds College 2030 529F1
Price$13.71
Change-$0.07 (-0.51%)
VolumeN/A
Net Assets4.56B
Hartford Balanced Income R3
Price$14.76
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.8B
CTHFX vs HBLRX Comparison Chart
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CTHFX vs. HBLRX 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. CTHFX (4.56B). CTHFX pays higher dividends than HBLRX: CTHFX (3.30) vs HBLRX (2.96). 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 : 8.16 vs. HBLRX (4.14). CTHFX (14.34) and HBLRX (14.18) 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 | 4.817 | 3.742 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 11.8B | 39% |
| Annual Yield % from dividends | 3.30 | 2.96 | 111% |
| Returns for 1 year | 8.16 | 4.14 | 197% |
| Returns for 3 years | 23.02 | 13.74 | 168% |
| Returns for 5 years | 14.34 | 14.18 | 101% |
| Returns for 10 years | 32.13 | 33.21 | 97% |
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