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HBLFX vs NGCRX
HBLFX vs NGCRX Comparison
Open Charts HBLFX vs NGCRX
Hartford Balanced Income F
Price$15.34
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets11.72B
American Funds Retire Inc Port-Cnsrv C
Price$12.77
Change-$0.06 (-0.47%)
VolumeN/A
Net Assets1.36B
HBLFX vs NGCRX Comparison Chart in %
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HBLFX vs. NGCRX commentary
Dec 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 HBLFX is a Hold and NGCRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.7B vs. NGCRX (1.36B). HBLFX pays higher dividends than NGCRX: HBLFX (3.53) vs NGCRX (2.37). HBLFX was incepted earlier than NGCRX: HBLFX (9 years) vs NGCRX (10 years). NGCRX (1.33) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. NGCRX (12.00). NGCRX has a lower initial minimum investment than HBLFX: NGCRX (250) vs HBLFX (1000000). NGCRX annual gain was more profitable for investors over the last year : 10.39 vs. HBLFX (5.40). NGCRX return over 5 years is better than : 18.40 vs. HBLFX (15.60).
| HBLFX | NGCRX | HBLFX / NGCRX | |
| Total Expense Ratio | 0.56 | 1.33 | 42% |
| Annual Report Gross Expense Ratio | 0.56 | 1.33 | 42% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 11.521 | 12.329 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 1.36B | 860% |
| Annual Yield % from dividends | 3.53 | 2.37 | 149% |
| Returns for 1 year | 5.40 | 10.39 | 52% |
| Returns for 3 years | 18.12 | 23.95 | 76% |
| Returns for 5 years | 15.60 | 18.40 | 85% |
| Returns for 10 years | N/A | 47.29 | - |
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