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HBLIX vs NGCRX
HBLIX vs NGCRX Comparison
Open Charts HBLIX vs NGCRX
Hartford Balanced Income I
Price$15.08
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
HBLIX vs NGCRX Comparison Chart in %
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HBLIX 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 HBLIX is a Buy and NGCRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. NGCRX (1.36B). HBLIX pays higher dividends than NGCRX: HBLIX (3.51) vs NGCRX (2.40). HBLIX was incepted earlier than NGCRX: HBLIX (16 years) vs NGCRX (10 years). NGCRX (1.33) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. NGCRX (12.00). NGCRX has a lower initial minimum investment than HBLIX: NGCRX (250) vs HBLIX (2000). NGCRX annual gain was more profitable for investors over the last year : 10.11 vs. HBLIX (3.52). NGCRX return over 5 years is better than : 19.20 vs. HBLIX (14.95).
| HBLIX | NGCRX | HBLIX / NGCRX | |
| Total Expense Ratio | 0.65 | 1.33 | 49% |
| Annual Report Gross Expense Ratio | 0.65 | 1.33 | 49% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 9.272 | 11.103 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 1.36B | 862% |
| Annual Yield % from dividends | 3.51 | 2.40 | 146% |
| Returns for 1 year | 3.52 | 10.11 | 35% |
| Returns for 3 years | 19.04 | 25.64 | 74% |
| Returns for 5 years | 14.95 | 19.20 | 78% |
| Returns for 10 years | 48.29 | 44.10 | 110% |
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