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HAFDX vs HBLYX
HAFDX vs HBLYX Comparison
Open Charts HAFDX vs HBLYX
Hartford AARP Balanced Retirement F
Price$9.40
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$15.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HAFDX vs HBLYX Comparison Chart
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HAFDX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.7B vs. HAFDX (60.8M). HBLYX pays higher dividends than HAFDX: HBLYX (3.51) vs HAFDX (3.22). HAFDX was incepted earlier than HBLYX: HAFDX (8 years) vs HBLYX (18 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. HAFDX (20.00). HBLYX has a lower initial minimum investment than HAFDX: HBLYX (250000) vs HAFDX (1000000). HBLYX annual gain was more profitable for investors over the last year : 14.98 vs. HAFDX (12.62). HAFDX (19.44) and HBLYX (18.52) have equivalent 5 years return.
| HAFDX | HBLYX | HAFDX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 6.943 | 8.623 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 12.7B | 0% |
| Annual Yield % from dividends | 3.22 | 3.51 | 92% |
| Returns for 1 year | 12.62 | 14.98 | 84% |
| Returns for 3 years | 6.23 | 1.20 | 521% |
| Returns for 5 years | 19.44 | 18.52 | 105% |
| Returns for 10 years | N/A | 41.74 | - |
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