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HBLFX vs PACDX
HBLFX vs PACDX Comparison
Open Charts HBLFX vs PACDX
Hartford Balanced Income F
Price$14.20
Change-$0.18 (-1.25%)
VolumeN/A
CapitalizationN/A
Putnam Dynamic Asset Allocation Cnsrv R5
Price$10.73
Change-$0.04 (-0.37%)
VolumeN/A
CapitalizationN/A
HBLFX vs PACDX Comparison Chart
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HBLFX vs. PACDX commentary
Dec 28, 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 HBLFX is a StrongBuy and PACDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.1B vs. PACDX (571M). 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 : 8.14 vs. HBLFX (3.00). PACDX (9.79) and HBLFX (9.54) have equivalent 5 years return.
| 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 | 3.075 | 8.242 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 571M | 2,119% |
| Annual Yield % from dividends | 3.67 | 2.39 | 154% |
| Returns for 1 year | 3.00 | 8.14 | 37% |
| Returns for 3 years | -1.14 | -1.19 | 96% |
| Returns for 5 years | 9.54 | 9.79 | 98% |
| Returns for 10 years | N/A | 21.16 | - |
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