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HAFSX vs HBLVX
HAFSX vs HBLVX Comparison
Open Charts HAFSX vs HBLVX
Hartford AARP Balanced Retirement R4
Price$9.43
Change-$0.02 (-0.21%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.54
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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HAFSX vs HBLVX Comparison Chart
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HAFSX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.7B vs. HAFSX (60.7M). HBLVX pays higher dividends than HAFSX: HBLVX (3.62) vs HAFSX (2.73). HAFSX was incepted earlier than HBLVX: HAFSX (10 years) vs HBLVX (10 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. HAFSX (20.00). HAFSX (0) and HBLVX (0) have matching initial minimum investment requirements. HBLVX annual gain was more profitable for investors over the last year : 17.06 vs. HAFSX (13.28). HBLVX return over 5 years is better than : 19.56 vs. HAFSX (17.46).
| HAFSX | HBLVX | HAFSX / 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 | 6.537 | 9.179 | 71% |
| 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 | 3.62 | 75% |
| Returns for 1 year | 13.28 | 17.06 | 78% |
| Returns for 3 years | 5.31 | 2.61 | 203% |
| Returns for 5 years | 17.46 | 19.56 | 89% |
| Returns for 10 years | 35.73 | N/A | - |
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