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HBLFX vs NAARX
HBLFX vs NAARX Comparison
Open Charts HBLFX vs NAARX
Hartford Balanced Income F
Price$15.30
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
American Funds Retire Inc Port-Cnsrv A
Price$12.88
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets1.36B
HBLFX vs NAARX Comparison Chart in %
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HBLFX vs. NAARX commentary
Dec 04, 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 HBLFX is a Hold and NAARX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. NAARX (1.36B). HBLFX pays higher dividends than NAARX: HBLFX (3.53) vs NAARX (3.07). HBLFX was incepted earlier than NAARX: HBLFX (9 years) vs NAARX (10 years). NAARX (0.59) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. NAARX (12.00). NAARX has a lower initial minimum investment than HBLFX: NAARX (250) vs HBLFX (1000000). NAARX annual gain was more profitable for investors over the last year : 10.20 vs. HBLFX (2.94). NAARX return over 5 years is better than : 21.88 vs. HBLFX (14.32).
| HBLFX | NAARX | HBLFX / NAARX | |
| Total Expense Ratio | 0.56 | 0.59 | 95% |
| Annual Report Gross Expense Ratio | 0.56 | 0.59 | 95% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 10.216 | 12.441 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.36B | 868% |
| Annual Yield % from dividends | 3.53 | 3.07 | 115% |
| Returns for 1 year | 2.94 | 10.20 | 29% |
| Returns for 3 years | 15.87 | 24.74 | 64% |
| Returns for 5 years | 14.32 | 21.88 | 65% |
| Returns for 10 years | N/A | 51.43 | - |
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