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HAFAX vs HBLRX
HAFAX vs HBLRX Comparison
Open Charts HAFAX vs HBLRX
Hartford AARP Balanced Retirement A
Price$9.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$15.32
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
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HAFAX vs HBLRX Comparison Chart
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HAFAX vs. HBLRX commentary
Oct 18, 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.7B vs. HAFAX (59.5M). HBLRX pays higher dividends than HAFAX: HBLRX (2.97) vs HAFAX (2.63). HAFAX was incepted earlier than HBLRX: HAFAX (10 years) vs HBLRX (14 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. HAFAX (20.00). HBLRX has a lower initial minimum investment than HAFAX: HBLRX (0) vs HAFAX (2000). HBLRX annual gain was more profitable for investors over the last year : 18.62 vs. HAFAX (13.28). HBLRX (16.52) and HAFAX (15.98) have equivalent 5 years return.
| HAFAX | HBLRX | HAFAX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 5.337 | 9.072 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.5M | 12.7B | 0% |
| Annual Yield % from dividends | 2.63 | 2.97 | 88% |
| Returns for 1 year | 13.28 | 18.62 | 71% |
| Returns for 3 years | 3.18 | -0.15 | -2,087% |
| Returns for 5 years | 15.98 | 16.52 | 97% |
| Returns for 10 years | 36.74 | 39.21 | 94% |
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