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HBLCX vs NAARX
HBLCX vs NAARX Comparison
Open Charts HBLCX vs NAARX
Hartford Balanced Income C
Price$14.68
Change+$0.11 (+0.75%)
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
HBLCX vs NAARX Comparison Chart in %
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HBLCX 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 HBLCX is a StrongBuy and NAARX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. NAARX (1.3B). NAARX pays higher dividends than HBLCX: NAARX (3.19) vs HBLCX (2.64). HBLCX was incepted earlier than NAARX: HBLCX (19 years) vs NAARX (10 years). HBLCX (1.64) is less costly to investors than NAARX (0.59). HBLCX is a more actively managed with annual turnover of: 61.00 vs. NAARX (12.00). NAARX has a lower initial minimum investment than HBLCX: NAARX (250) vs HBLCX (2000). NAARX annual gain was more profitable for investors over the last year : 10.01 vs. HBLCX (3.49). NAARX return over 5 years is better than : 22.55 vs. HBLCX (10.19).
| HBLCX | NAARX | HBLCX / NAARX | |
| Total Expense Ratio | 1.64 | 0.59 | 278% |
| Annual Report Gross Expense Ratio | 1.64 | 0.59 | 278% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 6.095 | 9.284 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 1.3B | 915% |
| Annual Yield % from dividends | 2.64 | 3.19 | 83% |
| Returns for 1 year | 3.49 | 10.01 | 35% |
| Returns for 3 years | 8.29 | 19.04 | 44% |
| Returns for 5 years | 10.19 | 22.55 | 45% |
| Returns for 10 years | 31.82 | N/A | - |
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