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HBLAX vs TLRRX
HBLAX vs TLRRX Comparison
Open Charts HBLAX vs TLRRX
Hartford Balanced Income A
Price$14.30
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets11.71B
Nuveen Lifecycle Retire Income A
Price$11.43
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets390.36M
HBLAX vs TLRRX Comparison Chart
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HBLAX vs. TLRRX commentary
May 15, 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 TLRRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. TLRRX (390M). HBLAX pays higher dividends than TLRRX: HBLAX (3.41) vs TLRRX (3.00). HBLAX was incepted earlier than TLRRX: HBLAX (19 years) vs TLRRX (17 years). HBLAX (0.89) is less costly to investors than TLRRX (0.84). HBLAX is a more actively managed with annual turnover of: 61.00 vs. TLRRX (12.00). TLRRX (6%) and HBLAX (6%) have equivalent initial investment costs. HBLAX has a lower initial minimum investment than TLRRX: HBLAX (2000) vs TLRRX (2500). TLRRX annual gain was more profitable for investors over the last year : 6.28 vs. HBLAX (3.16). HBLAX return over 5 years is better than : 20.39 vs. TLRRX (17.64).
| HBLAX | TLRRX | HBLAX / TLRRX | |
| Total Expense Ratio | 0.89 | 0.62 | 144% |
| Annual Report Gross Expense Ratio | 0.89 | 0.84 | 106% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 2.448 | 2.049 | 119% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 390M | 3,000% |
| Annual Yield % from dividends | 3.41 | 3.00 | 113% |
| Returns for 1 year | 3.16 | 6.28 | 50% |
| Returns for 3 years | 9.29 | 13.89 | 67% |
| Returns for 5 years | 20.39 | 17.64 | 116% |
| Returns for 10 years | 32.47 | 26.09 | 124% |
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