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HBLFX vs NGCRX
HBLFX vs NGCRX Comparison
Open Charts HBLFX vs NGCRX
Hartford Balanced Income F
Price$15.09
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
American Funds Retire Inc Port-Cnsrv C
Price$12.69
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets1.36B
HBLFX vs NGCRX Comparison Chart in %
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HBLFX vs. NGCRX commentary
Nov 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 Buy 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 (3.59) vs NGCRX (2.40). 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 : 10.11 vs. HBLFX (3.62). NGCRX return over 5 years is better than : 19.20 vs. HBLFX (15.41).
| 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 | 9.418 | 11.103 | 85% |
| 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 | 862% |
| Annual Yield % from dividends | 3.59 | 2.40 | 150% |
| Returns for 1 year | 3.62 | 10.11 | 36% |
| Returns for 3 years | 19.41 | 25.64 | 76% |
| Returns for 5 years | 15.41 | 19.20 | 80% |
| Returns for 10 years | N/A | 44.10 | - |
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