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CACMX vs HBLCX
CACMX vs HBLCX Comparison
Open Charts CACMX vs HBLCX
Invesco Select Risk: Mod Cnsv Inv C
Price$11.16
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets267.15M
Hartford Balanced Income C
Price$14.67
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets11.76B
CACMX vs HBLCX Comparison Chart in %
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CACMX 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 CACMX is a Hold and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. CACMX (267M). HBLCX pays higher dividends than CACMX: HBLCX (2.58) vs CACMX (1.93). CACMX was incepted earlier than HBLCX: CACMX (20 years) vs HBLCX (19 years). CACMX (1.69) and HBLCX (1.64) have similar cost to investors . HBLCX is a more actively managed with annual turnover of: 61.00 vs. CACMX (49.00). CACMX has a lower initial minimum investment than HBLCX: CACMX (1000) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to CACMX: HBLCX (2000) vs CACMX (250). CACMX annual gain was more profitable for investors over the last year : 6.03 vs. HBLCX (1.07). HBLCX return over 5 years is better than : 13.82 vs. CACMX (7.41).
| CACMX | HBLCX | CACMX / HBLCX | |
| Total Expense Ratio | 1.69 | 1.64 | 103% |
| Annual Report Gross Expense Ratio | 1.69 | 1.64 | 103% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 8.091 | 7.503 | 108% |
| Front Load | N/A | 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 | 1.93 | 2.58 | 75% |
| Returns for 1 year | 6.03 | 1.07 | 566% |
| Returns for 3 years | 26.77 | 22.12 | 121% |
| Returns for 5 years | 7.41 | 13.82 | 54% |
| Returns for 10 years | 23.67 | 39.90 | 59% |
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