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CACMX vs HBLIX
CACMX vs HBLIX Comparison
Open Charts CACMX vs HBLIX
Invesco Select Risk: Mod Cnsv Inv C
Price$11.16
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets267.15M
Hartford Balanced Income I
Price$14.95
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.76B
CACMX vs HBLIX Comparison Chart in %
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CACMX 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 CACMX is a Hold and HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. CACMX (267M). HBLIX pays higher dividends than CACMX: HBLIX (3.50) vs CACMX (1.93). CACMX was incepted earlier than HBLIX: CACMX (20 years) vs HBLIX (16 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 : 6.03 vs. HBLIX (2.16). HBLIX return over 5 years is better than : 19.64 vs. CACMX (7.41).
| 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 | 16 years | - |
| Gain YTD | 8.091 | 8.330 | 97% |
| Front Load | N/A | 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 | 1.93 | 3.50 | 55% |
| Returns for 1 year | 6.03 | 2.16 | 279% |
| Returns for 3 years | 26.77 | 26.07 | 103% |
| Returns for 5 years | 7.41 | 19.64 | 38% |
| Returns for 10 years | 23.67 | 53.36 | 44% |
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