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HCKAX vs RLEFX
HCKAX vs RLEFX Comparison
Open Charts HCKAX vs RLEFX
Hartford Checks and Balances A
Price$10.33
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets1.36B
American Funds American Balanced R5E
Price$36.87
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
HCKAX vs RLEFX Comparison Chart in %
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HCKAX vs. RLEFX commentary
Jul 18, 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 HCKAX is a Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. HCKAX (1.36B). HCKAX pays higher dividends than RLEFX: HCKAX (2.98) vs RLEFX (2.01). HCKAX was incepted earlier than RLEFX: HCKAX (18 years) vs RLEFX (10 years). HCKAX (0.92) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. HCKAX (7.00). RLEFX has a lower initial minimum investment than HCKAX: RLEFX (250) vs HCKAX (2000). RLEFX annual gain was more profitable for investors over the last year : 7.26 vs. HCKAX (4.02). RLEFX return over 5 years is better than : 40.12 vs. HCKAX (22.23).
| HCKAX | RLEFX | HCKAX / RLEFX | |
| Total Expense Ratio | 0.92 | 0.39 | 236% |
| Annual Report Gross Expense Ratio | 0.92 | 0.39 | 236% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 3.635 | 8.252 | 44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 252B | 1% |
| Annual Yield % from dividends | 2.98 | 2.01 | 148% |
| Returns for 1 year | 4.02 | 7.26 | 55% |
| Returns for 3 years | 19.59 | 36.77 | 53% |
| Returns for 5 years | 22.23 | 40.12 | 55% |
| Returns for 10 years | 15.62 | N/A | - |
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