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HBLFX vs PACRX
HBLFX vs PACRX Comparison
Open Charts HBLFX vs PACRX
Hartford Balanced Income F
Price$14.50
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets12.18B
Putnam Dynamic Asset Allocation Cnsrv R
Price$11.19
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets582.07M
HBLFX vs PACRX Comparison Chart
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HBLFX vs. PACRX 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 PACRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.2B vs. PACRX (582M). HBLFX pays higher dividends than PACRX: HBLFX (3.67) vs PACRX (1.87). HBLFX was incepted earlier than PACRX: HBLFX (8 years) vs PACRX (22 years). PACRX is a more actively managed with annual turnover of: 456.00 vs. HBLFX (57.00). PACRX has a lower initial minimum investment than HBLFX: PACRX (0) vs HBLFX (1000000). PACRX annual gain was more profitable for investors over the last year : 8.47 vs. HBLFX (6.37). HBLFX return over 5 years is better than : 11.34 vs. PACRX (8.05).
| HBLFX | PACRX | HBLFX / PACRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 2.257 | 1.814 | 124% |
| 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 | 1.87 | 196% |
| Returns for 1 year | 6.37 | 8.47 | 75% |
| Returns for 3 years | 2.45 | 1.97 | 124% |
| Returns for 5 years | 11.34 | 8.05 | 141% |
| Returns for 10 years | N/A | 16.61 | - |
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