Interact to see
Advertisement
Advertisement
HBLYX vs NAARX
HBLYX vs NAARX Comparison
Open Charts HBLYX vs NAARX
Hartford Balanced Income Y
Price$15.33
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
American Funds Retire Inc Port-Cnsrv A
Price$12.74
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.33B
HBLYX vs NAARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLYX vs. NAARX commentary
Oct 09, 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 HBLYX is a Hold and NAARX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. NAARX (1.33B). HBLYX pays higher dividends than NAARX: HBLYX (3.44) vs NAARX (3.13). HBLYX was incepted earlier than NAARX: HBLYX (19 years) vs NAARX (10 years). HBLYX (0.67) is less costly to investors than NAARX (0.59). HBLYX is a more actively managed with annual turnover of: 61.00 vs. NAARX (12.00). NAARX has a lower initial minimum investment than HBLYX: NAARX (250) vs HBLYX (250000). NAARX annual gain was more profitable for investors over the last year : 9.79 vs. HBLYX (3.79). NAARX return over 5 years is better than : 24.76 vs. HBLYX (18.04).
| HBLYX | NAARX | HBLYX / NAARX | |
| Total Expense Ratio | 0.67 | 0.59 | 114% |
| Annual Report Gross Expense Ratio | 0.67 | 0.59 | 114% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 9.333 | 11.652 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 1.33B | 892% |
| Annual Yield % from dividends | 3.44 | 3.13 | 110% |
| Returns for 1 year | 3.79 | 9.79 | 39% |
| Returns for 3 years | 25.97 | 33.82 | 77% |
| Returns for 5 years | 18.04 | 24.76 | 73% |
| Returns for 10 years | 50.35 | 50.82 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FIDU | 83.06 | 0.82 | +1.00% |
| Fidelity MSCI Industrials ETF | |||
| EWV | 26.69 | 0.10 | +0.39% |
| ProShares UltraShort MSCI Japan | |||
| PFFV | 23.09 | -0.02 | -0.09% |
| Global X Variable Rate Preferred ETF | |||
| SPDV | 34.61 | -0.06 | -0.18% |
| AAM S&P 500 High Dividend Value ETF | |||
| LGCF | 33.60 | -0.15 | -0.45% |
| Themes US Cash Flow Champions ETF | |||