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HBLFX vs PACRX
HBLFX vs PACRX Comparison
Open Charts HBLFX vs PACRX
Hartford Balanced Income F
Price$14.98
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.59B
Putnam Dynamic Asset Allocation Cnsrv R
Price$11.65
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets592.96M
HBLFX vs PACRX Comparison Chart in %
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HBLFX vs. PACRX commentary
Nov 20, 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 PACRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.6B vs. PACRX (593M). PACRX (3.62) and HBLFX (3.59) have matching dividends . 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 : 6.25 vs. HBLFX (3.34). HBLFX return over 5 years is better than : 14.28 vs. PACRX (8.66).
| 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 | 8.766 | 8.677 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 593M | 1,956% |
| Annual Yield % from dividends | 3.59 | 3.62 | 99% |
| Returns for 1 year | 3.34 | 6.25 | 53% |
| Returns for 3 years | 17.62 | 24.12 | 73% |
| Returns for 5 years | 14.28 | 8.66 | 165% |
| Returns for 10 years | N/A | 24.73 | - |
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