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HBLYX vs NAARX
HBLYX vs NAARX Comparison
Open Charts HBLYX vs NAARX
Hartford Balanced Income Y
Price$14.50
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.64B
American Funds Retire Inc Port-Cnsrv A
Price$11.97
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.24B
HBLYX vs NAARX Comparison Chart
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HBLYX vs. NAARX commentary
May 12, 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 Buy and NAARX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. NAARX (1.24B). HBLYX pays higher dividends than NAARX: HBLYX (3.57) vs NAARX (3.34). 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 : 8.71 vs. HBLYX (2.55). NAARX return over 5 years is better than : 22.82 vs. HBLYX (19.46).
| 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 | 1.697 | 3.455 | 49% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 1.24B | 932% |
| Annual Yield % from dividends | 3.57 | 3.34 | 107% |
| Returns for 1 year | 2.55 | 8.71 | 29% |
| Returns for 3 years | 9.75 | 14.68 | 66% |
| Returns for 5 years | 19.46 | 22.82 | 85% |
| Returns for 10 years | 35.79 | N/A | - |
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