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CMARX vs HBLIX
CMARX vs HBLIX Comparison
Open Charts CMARX vs HBLIX
Invesco Select Risk: Mod Cnsv Inv R
Price$11.25
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets267.15M
Hartford Balanced Income I
Price$14.95
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.76B
CMARX vs HBLIX Comparison Chart in %
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CMARX 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 CMARX is a Hold and HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. CMARX (267M). HBLIX pays higher dividends than CMARX: HBLIX (3.50) vs CMARX (2.41). CMARX was incepted earlier than HBLIX: CMARX (20 years) vs HBLIX (16 years). CMARX (1.19) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. CMARX (49.00). CMARX has a lower initial minimum investment than HBLIX: CMARX (1000) vs HBLIX (2000). CMARX annual gain was more profitable for investors over the last year : 6.63 vs. HBLIX (2.16). HBLIX return over 5 years is better than : 19.64 vs. CMARX (10.32).
| CMARX | HBLIX | CMARX / HBLIX | |
| Total Expense Ratio | 1.19 | 0.65 | 183% |
| Annual Report Gross Expense Ratio | 1.19 | 0.65 | 183% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 8.544 | 8.330 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 11.8B | 2% |
| Annual Yield % from dividends | 2.41 | 3.50 | 69% |
| Returns for 1 year | 6.63 | 2.16 | 307% |
| Returns for 3 years | 28.75 | 26.07 | 110% |
| Returns for 5 years | 10.32 | 19.64 | 53% |
| Returns for 10 years | 29.94 | 53.36 | 56% |
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