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HBLAX vs NCBIX
HBLAX vs NCBIX Comparison
Open Charts HBLAX vs NCBIX
Hartford Balanced Income A
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
New Covenant Balanced Income
Price$23.90
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets79.83M
HBLAX vs NCBIX Comparison Chart in %
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HBLAX vs. NCBIX commentary
Oct 19, 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 HBLAX is a Hold and NCBIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. NCBIX (79.8M). HBLAX pays higher dividends than NCBIX: HBLAX (3.29) vs NCBIX (2.05). HBLAX was incepted earlier than NCBIX: HBLAX (19 years) vs NCBIX (26 years). NCBIX (0.95) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. NCBIX (7.00). NCBIX has a lower initial minimum investment than HBLAX: NCBIX (500) vs HBLAX (2000). NCBIX annual gain was more profitable for investors over the last year : 5.24 vs. HBLAX (2.20). HBLAX return over 5 years is better than : 15.95 vs. NCBIX (14.57).
| HBLAX | NCBIX | HBLAX / NCBIX | |
| Total Expense Ratio | 0.89 | 0.90 | 99% |
| Annual Report Gross Expense Ratio | 0.89 | 0.95 | 94% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 8.795 | 9.058 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 79.8M | 14,787% |
| Annual Yield % from dividends | 3.29 | 2.05 | 160% |
| Returns for 1 year | 2.20 | 5.24 | 42% |
| Returns for 3 years | 24.19 | 30.16 | 80% |
| Returns for 5 years | 15.95 | 14.57 | 110% |
| Returns for 10 years | 45.19 | 36.79 | 123% |
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