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CMASX vs HBLRX
CMASX vs HBLRX Comparison
Open Charts CMASX vs HBLRX
Invesco Select Risk: Mod Cnsv Inv S
Price$11.31
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets267.15M
Hartford Balanced Income R3
Price$15.04
Change-$0.05 (-0.33%)
VolumeN/A
Net Assets11.76B
CMASX vs HBLRX Comparison Chart in %
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CMASX vs. HBLRX 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. CMASX (267M). HBLRX (2.88) and CMASX (2.75) have matching dividends . CMASX was incepted earlier than HBLRX: CMASX (14 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than CMASX (0.84). HBLRX is a more actively managed with annual turnover of: 61.00 vs. CMASX (49.00). CMASX (0) and HBLRX (0) have matching initial minimum investment requirements. CMASX annual gain was more profitable for investors over the last year : 6.89 vs. HBLRX (1.57). HBLRX return over 5 years is better than : 16.28 vs. CMASX (12.27).
| CMASX | HBLRX | CMASX / HBLRX | |
| Total Expense Ratio | 0.84 | 1.28 | 66% |
| Annual Report Gross Expense Ratio | 0.84 | 1.28 | 66% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 8.795 | 7.852 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 11.8B | 2% |
| Annual Yield % from dividends | 2.75 | 2.88 | 96% |
| Returns for 1 year | 6.89 | 1.57 | 438% |
| Returns for 3 years | 30.10 | 23.82 | 126% |
| Returns for 5 years | 12.27 | 16.28 | 75% |
| Returns for 10 years | 34.33 | 45.68 | 75% |
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