Interact to see
Advertisement
Advertisement
HBLAX vs NAARX
HBLAX vs NAARX Comparison
Open Charts HBLAX vs NAARX
Hartford Balanced Income A
Price$15.09
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
American Funds Retire Inc Port-Cnsrv A
Price$12.74
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.33B
HBLAX vs NAARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLAX vs. NAARX commentary
Oct 09, 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 HBLAX is a Hold and NAARX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. NAARX (1.33B). HBLAX (3.29) and NAARX (3.13) have matching dividends . HBLAX was incepted earlier than NAARX: HBLAX (19 years) vs NAARX (10 years). HBLAX (0.89) is less costly to investors than NAARX (0.59). HBLAX is a more actively managed with annual turnover of: 61.00 vs. NAARX (12.00). NAARX (6%) and HBLAX (6%) have equivalent initial investment costs. NAARX has a lower initial minimum investment than HBLAX: NAARX (250) vs HBLAX (2000). NAARX annual gain was more profitable for investors over the last year : 9.79 vs. HBLAX (3.49). NAARX return over 5 years is better than : 24.76 vs. HBLAX (16.57).
| HBLAX | NAARX | HBLAX / NAARX | |
| Total Expense Ratio | 0.89 | 0.59 | 151% |
| Annual Report Gross Expense Ratio | 0.89 | 0.59 | 151% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 9.085 | 11.652 | 78% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 1.33B | 892% |
| Annual Yield % from dividends | 3.29 | 3.13 | 105% |
| Returns for 1 year | 3.49 | 9.79 | 36% |
| Returns for 3 years | 25.08 | 33.82 | 74% |
| Returns for 5 years | 16.57 | 24.76 | 67% |
| Returns for 10 years | 46.69 | 50.82 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NCIQ | 33.24 | 0.49 | +1.50% |
| Hashdex Nasdaq Crypto Index US ETF | |||
| FRDM | 45.60 | 0.64 | +1.43% |
| Freedom 100 Emerging Markets ETF | |||
| FSLD | 50.34 | N/A | N/A |
| Fidelity Sustainable Low Dur Bd ETF | |||
| RSPC | 39.99 | -0.23 | -0.57% |
| Invesco S&P 500® Eql Wght Comm Svcs ETF | |||
| DFJ | 92.60 | -0.74 | -0.79% |
| WisdomTree Japan SmallCap Dividend ETF | |||