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CMARX vs HBLCX
CMARX vs HBLCX Comparison
Open Charts CMARX vs HBLCX
Invesco Select Risk: Mod Cnsv Inv R
Price$11.25
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets267.15M
Hartford Balanced Income C
Price$14.67
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets11.76B
CMARX vs HBLCX Comparison Chart in %
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CMARX 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 CMARX is a Hold and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. CMARX (267M). HBLCX pays higher dividends than CMARX: HBLCX (2.58) vs CMARX (2.41). CMARX was incepted earlier than HBLCX: CMARX (20 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than CMARX (1.19). HBLCX is a more actively managed with annual turnover of: 61.00 vs. CMARX (49.00). CMARX has a lower initial minimum investment than HBLCX: CMARX (1000) vs HBLCX (2000). CMARX annual gain was more profitable for investors over the last year : 6.63 vs. HBLCX (1.07). HBLCX return over 5 years is better than : 13.82 vs. CMARX (10.32).
| CMARX | HBLCX | CMARX / HBLCX | |
| Total Expense Ratio | 1.19 | 1.64 | 73% |
| Annual Report Gross Expense Ratio | 1.19 | 1.64 | 73% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 8.544 | 7.503 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 267M | 11.8B | 2% |
| Annual Yield % from dividends | 2.41 | 2.58 | 94% |
| Returns for 1 year | 6.63 | 1.07 | 622% |
| Returns for 3 years | 28.75 | 22.12 | 130% |
| Returns for 5 years | 10.32 | 13.82 | 75% |
| Returns for 10 years | 29.94 | 39.90 | 75% |
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