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HBLAX vs TRCIX
HBLAX vs TRCIX Comparison
Open Charts HBLAX vs TRCIX
Hartford Balanced Income A
Price$14.65
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.77B
Nuveen Lifecycle Index Ret Inc Retire
Price$16.78
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets804.65M
HBLAX vs TRCIX Comparison Chart in %
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HBLAX vs. TRCIX commentary
Jul 17, 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 TRCIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. TRCIX (805M). HBLAX pays higher dividends than TRCIX: HBLAX (3.35) vs TRCIX (2.62). HBLAX was incepted earlier than TRCIX: HBLAX (19 years) vs TRCIX (16 years). HBLAX (0.89) is less costly to investors than TRCIX (0.47). HBLAX is a more actively managed with annual turnover of: 61.00 vs. TRCIX (19.00). TRCIX has a lower initial minimum investment than HBLAX: TRCIX (0) vs HBLAX (2000). TRCIX annual gain was more profitable for investors over the last year : 4.43 vs. HBLAX (2.35). TRCIX return over 5 years is better than : 19.59 vs. HBLAX (13.88).
| HBLAX | TRCIX | HBLAX / TRCIX | |
| Total Expense Ratio | 0.89 | 0.35 | 254% |
| Annual Report Gross Expense Ratio | 0.89 | 0.47 | 189% |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 4.752 | 5.984 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 805M | 1,466% |
| Annual Yield % from dividends | 3.35 | 2.62 | 128% |
| Returns for 1 year | 2.35 | 4.43 | 53% |
| Returns for 3 years | 14.97 | 21.59 | 69% |
| Returns for 5 years | 13.88 | 19.59 | 71% |
| Returns for 10 years | 38.26 | 50.68 | 75% |
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