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HBLTX vs NGCRX
HBLTX vs NGCRX Comparison
Open Charts HBLTX vs NGCRX
Hartford Balanced Income R5
Price$14.65
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.74B
American Funds Retire Inc Port-Cnsrv C
Price$12.12
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.27B
HBLTX vs NGCRX Comparison Chart
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HBLTX vs. NGCRX commentary
Jun 08, 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 HBLTX is a StrongBuy and NGCRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. NGCRX (1.27B). HBLTX pays higher dividends than NGCRX: HBLTX (3.56) vs NGCRX (2.56). HBLTX was incepted earlier than NGCRX: HBLTX (15 years) vs NGCRX (10 years). NGCRX (1.33) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. NGCRX (12.00). HBLTX has a lower initial minimum investment than NGCRX: HBLTX (0) vs NGCRX (250). NGCRX annual gain was more profitable for investors over the last year : 8.87 vs. HBLTX (3.79). NGCRX return over 5 years is better than : 16.61 vs. HBLTX (13.25).
| HBLTX | NGCRX | HBLTX / NGCRX | |
| Total Expense Ratio | 0.66 | 1.33 | 50% |
| Annual Report Gross Expense Ratio | 0.66 | 1.33 | 50% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 3.332 | 5.037 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 1.27B | 921% |
| Annual Yield % from dividends | 3.56 | 2.56 | 139% |
| Returns for 1 year | 3.79 | 8.87 | 43% |
| Returns for 3 years | 8.21 | 11.66 | 70% |
| Returns for 5 years | 13.25 | 16.61 | 80% |
| Returns for 10 years | 39.14 | N/A | - |
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