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GKIRX vs HBLTX
GKIRX vs HBLTX Comparison
Open Charts GKIRX vs HBLTX
Goldman Sachs Income Builder I
Price$25.93
Change-$0.36 (-1.37%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$14.37
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
GKIRX vs HBLTX Comparison Chart
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GKIRX vs. HBLTX commentary
Dec 19, 2024
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 GKIRX is a Sell and HBLTX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. GKIRX (2.5B). GKIRX pays higher dividends than HBLTX: GKIRX (4.10) vs HBLTX (3.54). GKIRX was incepted earlier than HBLTX: GKIRX (14 years) vs HBLTX (15 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. GKIRX (29.00). GKIRX (0) and HBLTX (0) have matching initial minimum investment requirements. GKIRX annual gain was more profitable for investors over the last year : 11.35 vs. HBLTX (9.10). GKIRX return over 5 years is better than : 28.70 vs. HBLTX (15.08).
| GKIRX | HBLTX | GKIRX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 10.098 | 7.912 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 11.8B | 21% |
| Annual Yield % from dividends | 4.10 | 3.54 | 116% |
| Returns for 1 year | 11.35 | 9.10 | 125% |
| Returns for 3 years | 12.40 | 4.50 | 276% |
| Returns for 5 years | 28.70 | 15.08 | 190% |
| Returns for 10 years | 65.06 | 40.97 | 159% |
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