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CAAMX vs HBLCX
CAAMX vs HBLCX Comparison
Open Charts CAAMX vs HBLCX
Invesco Select Risk: Mod Cnsv Inv A
Price$11.30
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets267.15M
Hartford Balanced Income C
Price$14.67
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets11.76B
CAAMX vs HBLCX Comparison Chart in %
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CAAMX vs. HBLCX commentary
Sep 29, 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 CAAMX is a Hold and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. CAAMX (267M). CAAMX (2.65) and HBLCX (2.58) have matching dividends . CAAMX was incepted earlier than HBLCX: CAAMX (20 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than CAAMX (0.94). HBLCX is a more actively managed with annual turnover of: 61.00 vs. CAAMX (49.00). CAAMX has a lower initial minimum investment than HBLCX: CAAMX (1000) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to CAAMX: HBLCX (2000) vs CAAMX (250). CAAMX annual gain was more profitable for investors over the last year : 6.88 vs. HBLCX (1.07). HBLCX return over 5 years is better than : 13.82 vs. CAAMX (11.71).
| CAAMX | HBLCX | CAAMX / HBLCX | |
| Total Expense Ratio | 0.94 | 1.64 | 57% |
| Annual Report Gross Expense Ratio | 0.94 | 1.64 | 57% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 8.719 | 7.503 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 267M | 11.8B | 2% |
| Annual Yield % from dividends | 2.65 | 2.58 | 103% |
| Returns for 1 year | 6.88 | 1.07 | 646% |
| Returns for 3 years | 29.74 | 22.12 | 134% |
| Returns for 5 years | 11.71 | 13.82 | 85% |
| Returns for 10 years | 33.18 | 39.90 | 83% |
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