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HBLAX vs NCBIX
HBLAX vs NCBIX Comparison
Open Charts HBLAX vs NCBIX
Hartford Balanced Income A
Price$15.13
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.83B
New Covenant Balanced Income
Price$24.07
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets80.39M
HBLAX vs NCBIX Comparison Chart in %
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HBLAX vs. NCBIX commentary
Oct 27, 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: 11.8B vs. NCBIX (80.4M). 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 (7.00). 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 : 6.67 vs. HBLAX (3.56). HBLAX return over 5 years is better than : 17.27 vs. NCBIX (15.64).
| 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 | 9.446 | 9.834 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 80.4M | 14,677% |
| Annual Yield % from dividends | 3.29 | 2.05 | 160% |
| Returns for 1 year | 3.56 | 6.67 | 53% |
| Returns for 3 years | 23.92 | 29.63 | 81% |
| Returns for 5 years | 17.27 | 15.64 | 110% |
| Returns for 10 years | 44.32 | 36.91 | 120% |
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