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HBLFX vs PACDX
HBLFX vs PACDX Comparison
Open Charts HBLFX vs PACDX
Hartford Balanced Income F
Price$14.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.18B
Putnam Dynamic Asset Allocation Cnsrv R5
Price$10.88
Change-$0.05 (-0.46%)
VolumeN/A
Net Assets584.94M
HBLFX vs PACDX Comparison Chart
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HBLFX vs. PACDX commentary
Mar 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 StrongBuy and PACDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.2B vs. PACDX (585M). HBLFX pays higher dividends than PACDX: HBLFX (3.67) vs PACDX (2.39). HBLFX was incepted earlier than PACDX: HBLFX (8 years) vs PACDX (13 years). PACDX is a more actively managed with annual turnover of: 456.00 vs. HBLFX (57.00). PACDX has a lower initial minimum investment than HBLFX: PACDX (0) vs HBLFX (1000000). PACDX annual gain was more profitable for investors over the last year : 7.92 vs. HBLFX (7.15). HBLFX return over 5 years is better than : 13.55 vs. PACDX (10.88).
| HBLFX | PACDX | HBLFX / PACDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 3.738 | 2.612 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 585M | 2,085% |
| Annual Yield % from dividends | 3.67 | 2.39 | 154% |
| Returns for 1 year | 7.15 | 7.92 | 90% |
| Returns for 3 years | 6.09 | 6.47 | 94% |
| Returns for 5 years | 13.55 | 10.88 | 125% |
| Returns for 10 years | N/A | 22.52 | - |
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