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HBLAX vs NAARX
HBLAX vs NAARX Comparison
Open Charts HBLAX vs NAARX
Hartford Balanced Income A
Price$14.96
Change+$0.10 (+0.67%)
VolumeN/A
Net Assets11.88B
American Funds Retire Inc Port-Cnsrv A
Price$12.55
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets1.3B
HBLAX vs NAARX Comparison Chart in %
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HBLAX vs. NAARX commentary
Aug 14, 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 StrongBuy and NAARX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. NAARX (1.3B). HBLAX (3.35) and NAARX (3.19) 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 : 10.01 vs. HBLAX (4.39). NAARX return over 5 years is better than : 22.55 vs. HBLAX (14.52).
| 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 | 6.618 | 9.284 | 71% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 1.3B | 915% |
| Annual Yield % from dividends | 3.35 | 3.19 | 105% |
| Returns for 1 year | 4.39 | 10.01 | 44% |
| Returns for 3 years | 10.95 | 19.04 | 57% |
| Returns for 5 years | 14.52 | 22.55 | 64% |
| Returns for 10 years | 41.25 | N/A | - |
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