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HAFRX vs HBLYX
HAFRX vs HBLYX Comparison
Open Charts HAFRX vs HBLYX
Hartford AARP Balanced Retirement R3
Price$9.50
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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HAFRX vs HBLYX Comparison Chart
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HAFRX vs. HBLYX commentary
Sep 21, 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 HAFRX is a Buy and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.7B vs. HAFRX (60.8M). HBLYX pays higher dividends than HAFRX: HBLYX (3.51) vs HAFRX (2.38). HAFRX was incepted earlier than HBLYX: HAFRX (10 years) vs HBLYX (18 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. HAFRX (20.00). HAFRX has a lower initial minimum investment than HBLYX: HAFRX (0) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 14.98 vs. HAFRX (11.71). HBLYX return over 5 years is better than : 18.52 vs. HAFRX (15.78).
| HAFRX | HBLYX | HAFRX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 6.328 | 8.623 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 12.7B | 0% |
| Annual Yield % from dividends | 2.38 | 3.51 | 68% |
| Returns for 1 year | 11.71 | 14.98 | 78% |
| Returns for 3 years | 3.88 | 1.20 | 325% |
| Returns for 5 years | 15.78 | 18.52 | 85% |
| Returns for 10 years | 32.20 | 41.74 | 77% |
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