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HBLFX vs PACDX
HBLFX vs PACDX Comparison
Open Charts HBLFX vs PACDX
Hartford Balanced Income F
Price$14.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
Putnam Dynamic Asset Allocation Cnsrv R5
Price$10.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets553.17M
HBLFX vs PACDX Comparison Chart
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HBLFX vs. PACDX commentary
Apr 19, 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 Hold and PACDX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.5B vs. PACDX (553M). PACDX (3.74) and HBLFX (3.69) have matching dividends . HBLFX was incepted earlier than PACDX: HBLFX (8 years) vs PACDX (13 years). PACDX (0.74) is less costly to investors than HBLFX (0.56). PACDX is a more actively managed with annual turnover of: 372.00 vs. HBLFX (61.00). 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 : 5.00 vs. HBLFX (4.37). HBLFX return over 5 years is better than : 16.74 vs. PACDX (9.62).
| HBLFX | PACDX | HBLFX / PACDX | |
| Total Expense Ratio | 0.56 | 0.74 | 76% |
| Annual Report Gross Expense Ratio | 0.56 | 0.74 | 76% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 0.108 | -1.463 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 553M | 2,080% |
| Annual Yield % from dividends | 3.69 | 3.74 | 99% |
| Returns for 1 year | 4.37 | 5.00 | 87% |
| Returns for 3 years | 4.32 | 5.68 | 76% |
| Returns for 5 years | 16.74 | 9.62 | 174% |
| Returns for 10 years | N/A | 15.60 | - |
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