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CAAMX vs HBLIX
CAAMX vs HBLIX Comparison
Open Charts CAAMX vs HBLIX
Invesco Select Risk: Mod Cnsv Inv A
Price$11.30
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets267.15M
Hartford Balanced Income I
Price$14.95
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.76B
CAAMX vs HBLIX Comparison Chart in %
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CAAMX vs. HBLIX 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 HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. CAAMX (267M). HBLIX pays higher dividends than CAAMX: HBLIX (3.50) vs CAAMX (2.65). CAAMX was incepted earlier than HBLIX: CAAMX (20 years) vs HBLIX (16 years). CAAMX (0.94) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. CAAMX (49.00). CAAMX has a lower initial minimum investment than HBLIX: CAAMX (1000) vs HBLIX (2000). CAAMX annual gain was more profitable for investors over the last year : 6.88 vs. HBLIX (2.16). HBLIX return over 5 years is better than : 19.64 vs. CAAMX (11.71).
| CAAMX | HBLIX | CAAMX / HBLIX | |
| Total Expense Ratio | 0.94 | 0.65 | 145% |
| Annual Report Gross Expense Ratio | 0.94 | 0.65 | 145% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 8.719 | 8.330 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 267M | 11.8B | 2% |
| Annual Yield % from dividends | 2.65 | 3.50 | 76% |
| Returns for 1 year | 6.88 | 2.16 | 319% |
| Returns for 3 years | 29.74 | 26.07 | 114% |
| Returns for 5 years | 11.71 | 19.64 | 60% |
| Returns for 10 years | 33.18 | 53.36 | 62% |
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