Interact to see
Advertisement
Advertisement
HBLAX vs NCBIX
HBLAX vs NCBIX Comparison
Open Charts HBLAX vs NCBIX
Hartford Balanced Income A
Price$15.09
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.9B
New Covenant Balanced Income
Price$24.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets79.76M
HBLAX vs NCBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLAX vs. NCBIX commentary
Oct 06, 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 Buy and NCBIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. NCBIX (79.8M). HBLAX pays higher dividends than NCBIX: HBLAX (3.29) vs NCBIX (2.05). HBLAX was incepted earlier than NCBIX: HBLAX (19 years) vs NCBIX (26 years). NCBIX (0.95) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. NCBIX (3.00). NCBIX has a lower initial minimum investment than HBLAX: NCBIX (500) vs HBLAX (2000). NCBIX annual gain was more profitable for investors over the last year : 5.56 vs. HBLAX (3.08). HBLAX return over 5 years is better than : 18.79 vs. NCBIX (16.28).
| HBLAX | NCBIX | HBLAX / NCBIX | |
| Total Expense Ratio | 0.89 | 0.90 | 99% |
| Annual Report Gross Expense Ratio | 0.89 | 0.95 | 94% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 9.157 | 8.981 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 79.8M | 14,912% |
| Annual Yield % from dividends | 3.29 | 2.05 | 160% |
| Returns for 1 year | 3.08 | 5.56 | 55% |
| Returns for 3 years | 22.06 | 27.78 | 79% |
| Returns for 5 years | 18.79 | 16.28 | 115% |
| Returns for 10 years | 48.02 | 37.67 | 127% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement