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HAFIX vs HBLIX
HAFIX vs HBLIX Comparison
Open Charts HAFIX vs HBLIX
Hartford AARP Balanced Retirement I
Price$9.48
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$15.33
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HAFIX vs HBLIX Comparison Chart
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HAFIX vs. HBLIX 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 HAFIX is a Buy and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.7B vs. HAFIX (60.8M). HBLIX pays higher dividends than HAFIX: HBLIX (3.59) vs HAFIX (2.96). HAFIX was incepted earlier than HBLIX: HAFIX (10 years) vs HBLIX (15 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. HAFIX (20.00). HAFIX (2000) and HBLIX (2000) have matching initial minimum investment requirements. HBLIX annual gain was more profitable for investors over the last year : 15.00 vs. HAFIX (12.41). HBLIX (18.56) and HAFIX (18.42) have equivalent 5 years return.
| HAFIX | HBLIX | HAFIX / 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 | 6.760 | 8.695 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 12.7B | 0% |
| Annual Yield % from dividends | 2.96 | 3.59 | 83% |
| Returns for 1 year | 12.41 | 15.00 | 83% |
| Returns for 3 years | 5.49 | 1.19 | 460% |
| Returns for 5 years | 18.42 | 18.56 | 99% |
| Returns for 10 years | 37.10 | 41.25 | 90% |
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