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HBLYX vs NAARX
HBLYX vs NAARX Comparison
Open Charts HBLYX vs NAARX
Hartford Balanced Income Y
Price$15.20
Change+$0.10 (+0.66%)
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
HBLYX vs NAARX Comparison Chart in %
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HBLYX 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 HBLYX is a StrongBuy and NAARX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. NAARX (1.3B). HBLYX pays higher dividends than NAARX: HBLYX (3.51) vs NAARX (3.19). 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 : 10.01 vs. HBLYX (4.68). NAARX return over 5 years is better than : 22.55 vs. HBLYX (15.89).
| 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 | 6.844 | 9.284 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 1.3B | 915% |
| Annual Yield % from dividends | 3.51 | 3.19 | 110% |
| Returns for 1 year | 4.68 | 10.01 | 47% |
| Returns for 3 years | 11.84 | 19.04 | 62% |
| Returns for 5 years | 15.89 | 22.55 | 70% |
| Returns for 10 years | 44.71 | N/A | - |
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