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HBLFX vs TRCIX
HBLFX vs TRCIX Comparison
Open Charts HBLFX vs TRCIX
Hartford Balanced Income F
Price$14.86
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
HBLFX vs TRCIX Comparison Chart in %
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HBLFX 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 HBLFX is a StrongBuy and TRCIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.6B vs. TRCIX (841M). HBLFX pays higher dividends than TRCIX: HBLFX (3.51) vs TRCIX (2.88). HBLFX was incepted earlier than TRCIX: HBLFX (9 years) vs TRCIX (16 years). HBLFX (0.56) is less costly to investors than TRCIX (0.47). HBLFX is a more actively managed with annual turnover of: 90.00 vs. TRCIX (23.00). TRCIX has a lower initial minimum investment than HBLFX: TRCIX (0) vs HBLFX (1000000). TRCIX annual gain was more profitable for investors over the last year : 12.44 vs. HBLFX (6.42). TRCIX return over 5 years is better than : 17.96 vs. HBLFX (12.83).
| HBLFX | TRCIX | HBLFX / TRCIX | |
| Total Expense Ratio | 0.56 | 0.35 | 160% |
| Annual Report Gross Expense Ratio | 0.56 | 0.47 | 119% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 2.060 | 1.495 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 841M | 1,379% |
| Annual Yield % from dividends | 3.51 | 2.88 | 122% |
| Returns for 1 year | 6.42 | 12.44 | 52% |
| Returns for 3 years | 16.77 | 27.59 | 61% |
| Returns for 5 years | 12.83 | 17.96 | 71% |
| Returns for 10 years | N/A | 72.06 | - |
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