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HBLFX vs PACRX
HBLFX vs PACRX Comparison
Open Charts HBLFX vs PACRX
Hartford Balanced Income F
Price$15.10
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.95B
Putnam Dynamic Asset Allocation Cnsrv R
Price$11.71
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets575.59M
HBLFX vs PACRX Comparison Chart in %
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HBLFX vs. PACRX commentary
Sep 09, 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 PACRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12B vs. PACRX (576M). HBLFX pays higher dividends than PACRX: HBLFX (3.58) vs PACRX (3.05). HBLFX was incepted earlier than PACRX: HBLFX (9 years) vs PACRX (23 years). PACRX (1.25) is less costly to investors than HBLFX (0.56). PACRX is a more actively managed with annual turnover of: 372.00 vs. HBLFX (61.00). 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 : 6.33 vs. HBLFX (4.22). HBLFX return over 5 years is better than : 18.31 vs. PACRX (9.89).
| HBLFX | PACRX | HBLFX / PACRX | |
| Total Expense Ratio | 0.56 | 1.25 | 45% |
| Annual Report Gross Expense Ratio | 0.56 | 1.25 | 45% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 8.440 | 7.828 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 576M | 2,083% |
| Annual Yield % from dividends | 3.58 | 3.05 | 118% |
| Returns for 1 year | 4.22 | 6.33 | 67% |
| Returns for 3 years | 17.32 | 20.49 | 85% |
| Returns for 5 years | 18.31 | 9.89 | 185% |
| Returns for 10 years | N/A | 25.43 | - |
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