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HAFSX vs HBLRX
HAFSX vs HBLRX Comparison
Open Charts HAFSX vs HBLRX
Hartford AARP Balanced Retirement R4
Price$9.43
Change-$0.02 (-0.21%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$15.38
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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HAFSX vs HBLRX Comparison Chart
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HAFSX vs. HBLRX commentary
Sep 22, 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 HAFSX is a Buy and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.7B vs. HAFSX (60.7M). HBLRX pays higher dividends than HAFSX: HBLRX (2.97) vs HAFSX (2.73). HAFSX was incepted earlier than HBLRX: HAFSX (10 years) vs HBLRX (14 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. HAFSX (20.00). HAFSX (0) and HBLRX (0) have matching initial minimum investment requirements. HBLRX annual gain was more profitable for investors over the last year : 16.19 vs. HAFSX (13.28). HAFSX return over 5 years is better than : 17.46 vs. HBLRX (15.89).
| HAFSX | HBLRX | HAFSX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 6.537 | 8.600 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.7M | 12.7B | 0% |
| Annual Yield % from dividends | 2.73 | 2.97 | 92% |
| Returns for 1 year | 13.28 | 16.19 | 82% |
| Returns for 3 years | 5.31 | 0.44 | 1,218% |
| Returns for 5 years | 17.46 | 15.89 | 110% |
| Returns for 10 years | 35.73 | 35.78 | 100% |
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