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HAFIX vs HBLVX
HAFIX vs HBLVX Comparison
Open Charts HAFIX vs HBLVX
Hartford AARP Balanced Retirement I
Price$9.48
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HAFIX vs HBLVX Comparison Chart
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HAFIX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.7B vs. HAFIX (60.8M). HBLVX pays higher dividends than HAFIX: HBLVX (3.62) vs HAFIX (2.96). HAFIX was incepted earlier than HBLVX: HAFIX (10 years) vs HBLVX (10 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. HAFIX (20.00). HBLVX has a lower initial minimum investment than HAFIX: HBLVX (0) vs HAFIX (2000). HBLVX annual gain was more profitable for investors over the last year : 15.10 vs. HAFIX (12.41). HBLVX (19.10) and HAFIX (18.42) have equivalent 5 years return.
| HAFIX | HBLVX | HAFIX / HBLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 6.760 | 8.757 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 12.7B | 0% |
| Annual Yield % from dividends | 2.96 | 3.62 | 82% |
| Returns for 1 year | 12.41 | 15.10 | 82% |
| Returns for 3 years | 5.49 | 1.55 | 355% |
| Returns for 5 years | 18.42 | 19.10 | 96% |
| Returns for 10 years | 37.10 | N/A | - |
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