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HBLFX vs PACDX
HBLFX vs PACDX Comparison
Open Charts HBLFX vs PACDX
Hartford Balanced Income F
Price$14.50
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets12.18B
Putnam Dynamic Asset Allocation Cnsrv R5
Price$10.85
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets582.07M
HBLFX vs PACDX Comparison Chart
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HBLFX vs. PACDX commentary
Feb 01, 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 PACDX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.2B vs. PACDX (582M). 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 : 9.00 vs. HBLFX (6.37). HBLFX return over 5 years is better than : 11.34 vs. PACDX (10.64).
| 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 | 2.257 | 1.910 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 582M | 2,096% |
| Annual Yield % from dividends | 3.67 | 2.39 | 154% |
| Returns for 1 year | 6.37 | 9.00 | 71% |
| Returns for 3 years | 2.45 | 3.46 | 71% |
| Returns for 5 years | 11.34 | 10.64 | 107% |
| Returns for 10 years | N/A | 21.73 | - |
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