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HAFAX vs HBLIX
HAFAX vs HBLIX Comparison
Open Charts HAFAX vs HBLIX
Hartford AARP Balanced Retirement A
Price$9.39
Change-$0.01 (-0.11%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$15.03
Change-$0.05 (-0.33%)
VolumeN/A
CapitalizationN/A
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HAFAX vs HBLIX Comparison Chart
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HAFAX vs. HBLIX commentary
Sep 08, 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 HAFAX is a Buy and HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.5B vs. HAFAX (60.6M). HBLIX pays higher dividends than HAFAX: HBLIX (3.59) vs HAFAX (2.63). HAFAX was incepted earlier than HBLIX: HAFAX (10 years) vs HBLIX (15 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. HAFAX (20.00). HAFAX (2000) and HBLIX (2000) have matching initial minimum investment requirements. HBLIX annual gain was more profitable for investors over the last year : 14.06 vs. HAFAX (11.64). HBLIX return over 5 years is better than : 17.40 vs. HAFAX (15.92).
| HAFAX | HBLIX | HAFAX / HBLIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 5.674 | 7.413 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.6M | 12.5B | 0% |
| Annual Yield % from dividends | 2.63 | 3.59 | 73% |
| Returns for 1 year | 11.64 | 14.06 | 83% |
| Returns for 3 years | 2.39 | -1.31 | -183% |
| Returns for 5 years | 15.92 | 17.40 | 91% |
| Returns for 10 years | 32.15 | 39.48 | 81% |
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