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CBUZX vs HBLVX
CBUZX vs HBLVX Comparison
Open Charts CBUZX vs HBLVX
Columbia Income Builder Inst
Price$12.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets851.76M
Hartford Balanced Income R6
Price$15.27
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
CBUZX vs HBLVX Comparison Chart in %
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CBUZX vs. HBLVX commentary
Oct 19, 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 CBUZX is a Buy and HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. CBUZX (852M). CBUZX pays higher dividends than HBLVX: CBUZX (3.99) vs HBLVX (3.54). CBUZX was incepted earlier than HBLVX: CBUZX (15 years) vs HBLVX (11 years). CBUZX (0.72) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. CBUZX (18.00). HBLVX has a lower initial minimum investment than CBUZX: HBLVX (0) vs CBUZX (2000). CBUZX annual gain was more profitable for investors over the last year : 8.17 vs. HBLVX (2.56). CBUZX return over 5 years is better than : 19.09 vs. HBLVX (17.91).
| CBUZX | HBLVX | CBUZX / HBLVX | |
| Total Expense Ratio | 0.72 | 0.56 | 129% |
| Annual Report Gross Expense Ratio | 0.72 | 0.56 | 129% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 10.052 | 9.062 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 852M | 11.8B | 7% |
| Annual Yield % from dividends | 3.99 | 3.54 | 113% |
| Returns for 1 year | 8.17 | 2.56 | 320% |
| Returns for 3 years | 32.02 | 25.52 | 125% |
| Returns for 5 years | 19.09 | 17.91 | 107% |
| Returns for 10 years | 55.21 | 49.80 | 111% |