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HBLCX vs NAARX
HBLCX vs NAARX Comparison
Open Charts HBLCX vs NAARX
Hartford Balanced Income C
Price$14.77
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.6B
American Funds Retire Inc Port-Cnsrv A
Price$12.74
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets1.35B
HBLCX vs NAARX Comparison Chart in %
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HBLCX vs. NAARX commentary
Nov 26, 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: 11.6B vs. NAARX (1.35B). NAARX pays higher dividends than HBLCX: NAARX (3.12) vs HBLCX (2.59). 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 : 10.53 vs. HBLCX (1.75). NAARX return over 5 years is better than : 21.63 vs. HBLCX (7.48).
| 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 | 8.016 | 11.652 | 69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 1.35B | 862% |
| Annual Yield % from dividends | 2.59 | 3.12 | 83% |
| Returns for 1 year | 1.75 | 10.53 | 17% |
| Returns for 3 years | 12.14 | 25.75 | 47% |
| Returns for 5 years | 7.48 | 21.63 | 35% |
| Returns for 10 years | 33.87 | 50.07 | 68% |
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