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HBLAX vs TRCIX
HBLAX vs TRCIX Comparison
Open Charts HBLAX vs TRCIX
Hartford Balanced Income A
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.64B
Nuveen Lifecycle Index Ret Inc Retire
Price$17.65
Change+$0.18 (+1.03%)
VolumeN/A
Net Assets841.16M
HBLAX vs TRCIX Comparison Chart in %
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HBLAX vs. TRCIX commentary
Feb 04, 2026
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 StrongBuy and TRCIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. TRCIX (841M). HBLAX pays higher dividends than TRCIX: HBLAX (3.21) vs TRCIX (2.88). HBLAX was incepted earlier than TRCIX: HBLAX (20 years) vs TRCIX (16 years). HBLAX (0.89) is less costly to investors than TRCIX (0.47). HBLAX is a more actively managed with annual turnover of: 90.00 vs. TRCIX (23.00). TRCIX has a lower initial minimum investment than HBLAX: TRCIX (0) vs HBLAX (2000). TRCIX annual gain was more profitable for investors over the last year : 12.44 vs. HBLAX (6.08). TRCIX return over 5 years is better than : 17.96 vs. HBLAX (11.02).
| HBLAX | TRCIX | HBLAX / TRCIX | |
| Total Expense Ratio | 0.89 | 0.35 | 254% |
| Annual Report Gross Expense Ratio | 0.89 | 0.47 | 189% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 2.062 | 1.495 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 841M | 1,379% |
| Annual Yield % from dividends | 3.21 | 2.88 | 112% |
| Returns for 1 year | 6.08 | 12.44 | 49% |
| Returns for 3 years | 15.65 | 27.59 | 57% |
| Returns for 5 years | 11.02 | 17.96 | 61% |
| Returns for 10 years | 51.80 | 72.06 | 72% |
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