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AOCIX vs HBLSX
AOCIX vs HBLSX Comparison
Open Charts AOCIX vs HBLSX
American Century One Choice Cnsrv I
Price$13.88
Change-$0.18 (-1.28%)
VolumeN/A
Net Assets1.09B
Hartford Balanced Income R4
Price$14.94
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
AOCIX vs HBLSX Comparison Chart in %
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AOCIX vs. HBLSX commentary
Feb 05, 2026
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 AOCIX is a Hold and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. AOCIX (1.09B). AOCIX (3.20) and HBLSX (3.11) have matching dividends . AOCIX was incepted earlier than HBLSX: AOCIX (21 years) vs HBLSX (16 years). HBLSX (0.96) is less costly to investors than AOCIX (0.80). HBLSX is a more actively managed with annual turnover of: 90.00 vs. AOCIX (9.00). HBLSX has a lower initial minimum investment than AOCIX: HBLSX (0) vs AOCIX (2500). AOCIX annual gain was more profitable for investors over the last year : 7.75 vs. HBLSX (6.02). HBLSX return over 5 years is better than : 10.62 vs. AOCIX (8.08).
| AOCIX | HBLSX | AOCIX / HBLSX | |
| Total Expense Ratio | 0.80 | 0.96 | 83% |
| Annual Report Gross Expense Ratio | 0.80 | 0.96 | 83% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 1.240 | 1.980 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | 2500 | N/A | - |
| Net Assets | 1.09B | 11.6B | 9% |
| Annual Yield % from dividends | 3.20 | 3.11 | 103% |
| Returns for 1 year | 7.75 | 6.02 | 129% |
| Returns for 3 years | 24.11 | 15.34 | 157% |
| Returns for 5 years | 8.08 | 10.62 | 76% |
| Returns for 10 years | 47.03 | 51.14 | 92% |
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