Ad is loading...
HAFDX vs HBLTX
HAFDX vs HBLTX Comparison
Open Charts HAFDX vs HBLTX
Hartford AARP Balanced Retirement F
Price$9.40
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
HAFDX vs HBLTX Comparison Chart
Loading...
HAFDX vs. HBLTX commentary
Sep 20, 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 HAFDX is a Buy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.7B vs. HAFDX (60.8M). HBLTX pays higher dividends than HAFDX: HBLTX (3.54) vs HAFDX (3.22). HAFDX was incepted earlier than HBLTX: HAFDX (8 years) vs HBLTX (14 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. HAFDX (20.00). HBLTX has a lower initial minimum investment than HAFDX: HBLTX (0) vs HAFDX (1000000). HBLTX annual gain was more profitable for investors over the last year : 15.02 vs. HAFDX (12.62). HAFDX (19.44) and HBLTX (18.55) have equivalent 5 years return.
| HAFDX | HBLTX | HAFDX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 6.943 | 8.693 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 12.7B | 0% |
| Annual Yield % from dividends | 3.22 | 3.54 | 91% |
| Returns for 1 year | 12.62 | 15.02 | 84% |
| Returns for 3 years | 6.23 | 1.18 | 529% |
| Returns for 5 years | 19.44 | 18.55 | 105% |
| Returns for 10 years | N/A | 41.27 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NDVRX | 17.48 | 0.01 | +0.06% |
| MFS New Discovery Value R1 | |||
| TPAIX | 20.42 | -0.03 | -0.15% |
| Timothy Plan Israel Common Values A | |||
| VYCAX | 25.10 | -0.05 | -0.20% |
| Voya Corporate Leaders 100 A | |||
| FFMMX | 58.22 | -0.16 | -0.27% |
| American Funds American Mutual 529-F-2 | |||
| OBIOX | 19.46 | -0.07 | -0.36% |
| Oberweis International Opps Inv | |||