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CACMX vs HBLIX
CACMX vs HBLIX Comparison
Open Charts CACMX vs HBLIX
Invesco Select Risk: Mod Cnsv Inv C
Price$11.02
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets269.14M
Hartford Balanced Income I
Price$14.96
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.92B
CACMX vs HBLIX Comparison Chart in %
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CACMX vs. HBLIX commentary
Aug 21, 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 StrongBuy and HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. CACMX (269M). HBLIX pays higher dividends than CACMX: HBLIX (3.58) vs CACMX (1.96). CACMX was incepted earlier than HBLIX: CACMX (20 years) vs HBLIX (15 years). CACMX (1.69) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. CACMX (49.00). CACMX has a lower initial minimum investment than HBLIX: CACMX (1000) vs HBLIX (2000). CACMX annual gain was more profitable for investors over the last year : 6.17 vs. HBLIX (3.86). HBLIX return over 5 years is better than : 17.16 vs. CACMX (3.96).
| CACMX | HBLIX | CACMX / HBLIX | |
| Total Expense Ratio | 1.69 | 0.65 | 260% |
| Annual Report Gross Expense Ratio | 1.69 | 0.65 | 260% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 6.120 | 7.457 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 269M | 11.9B | 2% |
| Annual Yield % from dividends | 1.96 | 3.58 | 55% |
| Returns for 1 year | 6.17 | 3.86 | 160% |
| Returns for 3 years | 13.54 | 13.42 | 101% |
| Returns for 5 years | 3.96 | 17.16 | 23% |
| Returns for 10 years | 18.09 | 48.68 | 37% |
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