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FBAFX vs HCKAX
FBAFX vs HCKAX Comparison
Open Charts FBAFX vs HCKAX
American Funds American Balanced 529-F-2
Price$36.81
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
Hartford Checks and Balances A
Price$10.29
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets1.36B
FBAFX vs HCKAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 251B vs. HCKAX (1.36B). HCKAX pays higher dividends than FBAFX: HCKAX (2.98) vs FBAFX (2.06). FBAFX was incepted earlier than HCKAX: FBAFX (5 years) vs HCKAX (18 years). HCKAX (0.92) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. HCKAX (7.00). FBAFX has a lower initial minimum investment than HCKAX: FBAFX (250) vs HCKAX (2000). FBAFX annual gain was more profitable for investors over the last year : 5.91 vs. HCKAX (3.52).
| FBAFX | HCKAX | FBAFX / HCKAX | |
| Total Expense Ratio | 0.34 | 0.92 | 37% |
| Annual Report Gross Expense Ratio | 0.34 | 0.92 | 37% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 8.011 | 3.433 | 233% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 1.36B | 18,510% |
| Annual Yield % from dividends | 2.06 | 2.98 | 69% |
| Returns for 1 year | 5.91 | 3.52 | 168% |
| Returns for 3 years | 37.31 | 18.58 | 201% |
| Returns for 5 years | N/A | 21.99 | - |
| Returns for 10 years | N/A | 15.29 | - |