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FAFWX vs HBLAX
FAFWX vs HBLAX Comparison
Open Charts FAFWX vs HBLAX
American Funds Retire Inc Port-Cnsrv F1
Price$11.97
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.24B
Hartford Balanced Income A
Price$14.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
FAFWX vs HBLAX Comparison Chart
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FAFWX vs. HBLAX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. FAFWX (1.24B). HBLAX (3.41) and FAFWX (3.27) 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 : 8.64 vs. HBLAX (2.22). FAFWX return over 5 years is better than : 22.55 vs. HBLAX (18.01).
| 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 | 3.351 | 1.523 | 220% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.24B | 11.6B | 11% |
| Annual Yield % from dividends | 3.27 | 3.41 | 96% |
| Returns for 1 year | 8.64 | 2.22 | 388% |
| Returns for 3 years | 14.46 | 8.90 | 162% |
| Returns for 5 years | 22.55 | 18.01 | 125% |
| Returns for 10 years | N/A | 32.53 | - |
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