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HBLIX vs NAARX
HBLIX vs NAARX Comparison
Open Charts HBLIX vs NAARX
Hartford Balanced Income I
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.63B
American Funds Retire Inc Port-Cnsrv A
Price$12.97
Change+$0.27 (+2.13%)
VolumeN/A
Net Assets1.36B
HBLIX vs NAARX Comparison Chart in %
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HBLIX vs. NAARX 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 HBLIX is a StrongBuy and NAARX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. NAARX (1.36B). HBLIX pays higher dividends than NAARX: HBLIX (3.43) vs NAARX (3.21). HBLIX was incepted earlier than NAARX: HBLIX (16 years) vs NAARX (10 years). HBLIX (0.65) is less costly to investors than NAARX (0.59). HBLIX is a more actively managed with annual turnover of: 90.00 vs. NAARX (12.00). NAARX has a lower initial minimum investment than HBLIX: NAARX (250) vs HBLIX (2000). NAARX annual gain was more profitable for investors over the last year : 12.95 vs. HBLIX (6.03). NAARX return over 5 years is better than : 25.01 vs. HBLIX (13.00).
| HBLIX | NAARX | HBLIX / NAARX | |
| Total Expense Ratio | 0.65 | 0.59 | 110% |
| Annual Report Gross Expense Ratio | 0.65 | 0.59 | 110% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 1.924 | 1.805 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 1.36B | 850% |
| Annual Yield % from dividends | 3.43 | 3.21 | 107% |
| Returns for 1 year | 6.03 | 12.95 | 47% |
| Returns for 3 years | 16.23 | 27.84 | 58% |
| Returns for 5 years | 13.00 | 25.01 | 52% |
| Returns for 10 years | 54.93 | 59.21 | 93% |
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