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CMASX vs HBLTX
CMASX vs HBLTX Comparison
Open Charts CMASX vs HBLTX
Invesco Select Risk: Mod Cnsv Inv S
Price$11.31
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets267.15M
Hartford Balanced Income R5
Price$15.06
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.76B
CMASX vs HBLTX Comparison Chart in %
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CMASX vs. HBLTX 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 HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. CMASX (267M). HBLTX pays higher dividends than CMASX: HBLTX (3.46) vs CMASX (2.75). CMASX was incepted earlier than HBLTX: CMASX (14 years) vs HBLTX (15 years). CMASX (0.84) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. CMASX (49.00). CMASX (0) and HBLTX (0) have matching initial minimum investment requirements. CMASX annual gain was more profitable for investors over the last year : 6.89 vs. HBLTX (2.19). HBLTX return over 5 years is better than : 19.60 vs. CMASX (12.27).
| CMASX | HBLTX | CMASX / HBLTX | |
| Total Expense Ratio | 0.84 | 0.66 | 127% |
| Annual Report Gross Expense Ratio | 0.84 | 0.66 | 127% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 8.795 | 8.328 | 106% |
| 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 | 3.46 | 80% |
| Returns for 1 year | 6.89 | 2.19 | 314% |
| Returns for 3 years | 30.10 | 26.05 | 116% |
| Returns for 5 years | 12.27 | 19.60 | 63% |
| Returns for 10 years | 34.33 | 53.39 | 64% |
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