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HBLFX vs PACCX
HBLFX vs PACCX Comparison
Open Charts HBLFX vs PACCX
Hartford Balanced Income F
Price$14.32
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets11.69B
Putnam Dynamic Asset Allocation Cnsrv C
Price$10.43
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets558.4M
HBLFX vs PACCX Comparison Chart
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HBLFX vs. PACCX commentary
May 04, 2025
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 HBLFX is a Buy and PACCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.7B vs. PACCX (558M). HBLFX pays higher dividends than PACCX: HBLFX (3.73) vs PACCX (2.80). HBLFX was incepted earlier than PACCX: HBLFX (8 years) vs PACCX (31 years). PACCX (1.75) is less costly to investors than HBLFX (0.56). PACCX is a more actively managed with annual turnover of: 372.00 vs. HBLFX (61.00). PACCX has a lower initial minimum investment than HBLFX: PACCX (0) vs HBLFX (1000000). PACCX annual gain was more profitable for investors over the last year : 5.78 vs. HBLFX (4.65). HBLFX return over 5 years is better than : 20.63 vs. PACCX (7.19).
| HBLFX | PACCX | HBLFX / PACCX | |
| Total Expense Ratio | 0.56 | 1.75 | 32% |
| Annual Report Gross Expense Ratio | 0.56 | 1.75 | 32% |
| Fund Existence | 8 years | 31 years | - |
| Gain YTD | 1.959 | 0.912 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 558M | 2,097% |
| Annual Yield % from dividends | 3.73 | 2.80 | 133% |
| Returns for 1 year | 4.65 | 5.78 | 81% |
| Returns for 3 years | 8.78 | 7.67 | 114% |
| Returns for 5 years | 20.63 | 7.19 | 287% |
| Returns for 10 years | N/A | 8.92 | - |
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