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CMASX vs HBLFX
CMASX vs HBLFX Comparison
Open Charts CMASX vs HBLFX
Invesco Select Risk: Mod Cnsv Inv S
Price$11.31
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets267.15M
Hartford Balanced Income F
Price$14.96
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.76B
CMASX vs HBLFX Comparison Chart in %
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CMASX vs. HBLFX 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 CMASX is a Hold and HBLFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. CMASX (267M). HBLFX pays higher dividends than CMASX: HBLFX (3.58) vs CMASX (2.75). CMASX was incepted earlier than HBLFX: CMASX (14 years) vs HBLFX (9 years). CMASX (0.84) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. CMASX (49.00). CMASX has a lower initial minimum investment than HBLFX: CMASX (0) vs HBLFX (1000000). CMASX annual gain was more profitable for investors over the last year : 6.89 vs. HBLFX (2.25). HBLFX return over 5 years is better than : 20.12 vs. CMASX (12.27).
| CMASX | HBLFX | CMASX / HBLFX | |
| Total Expense Ratio | 0.84 | 0.56 | 150% |
| Annual Report Gross Expense Ratio | 0.84 | 0.56 | 150% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 8.795 | 8.476 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 11.8B | 2% |
| Annual Yield % from dividends | 2.75 | 3.58 | 77% |
| Returns for 1 year | 6.89 | 2.25 | 306% |
| Returns for 3 years | 30.10 | 26.40 | 114% |
| Returns for 5 years | 12.27 | 20.12 | 61% |
| Returns for 10 years | 34.33 | N/A | - |
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