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FAFWX vs HBLAX
FAFWX vs HBLAX Comparison
Open Charts FAFWX vs HBLAX
American Funds Retire Inc Port-Cnsrv F1
Price$12.23
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets1.27B
Hartford Balanced Income A
Price$14.53
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.74B
FAFWX vs HBLAX Comparison Chart
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FAFWX vs. HBLAX commentary
Jun 05, 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 FAFWX is a Hold and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. FAFWX (1.27B). HBLAX (3.37) and FAFWX (3.23) have matching dividends . FAFWX was incepted earlier than HBLAX: FAFWX (10 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than FAFWX (0.65). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FAFWX (12.00). FAFWX has a lower initial minimum investment than HBLAX: FAFWX (250) vs HBLAX (2000). FAFWX annual gain was more profitable for investors over the last year : 10.42 vs. HBLAX (3.59). FAFWX return over 5 years is better than : 20.31 vs. HBLAX (11.99).
| FAFWX | HBLAX | FAFWX / HBLAX | |
| Total Expense Ratio | 0.65 | 0.89 | 73% |
| Annual Report Gross Expense Ratio | 0.65 | 0.89 | 73% |
| Fund Existence | 10 years | 19 years | - |
| Gain YTD | 5.595 | 3.159 | 177% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.27B | 11.7B | 11% |
| Annual Yield % from dividends | 3.23 | 3.37 | 96% |
| Returns for 1 year | 10.42 | 3.59 | 291% |
| Returns for 3 years | 14.34 | 7.90 | 181% |
| Returns for 5 years | 20.31 | 11.99 | 169% |
| Returns for 10 years | N/A | 35.87 | - |
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