Interact to see
Advertisement
Advertisement
HBLRX vs NAARX
HBLRX vs NAARX Comparison
Open Charts HBLRX vs NAARX
Hartford Balanced Income R3
Price$14.93
Change-$0.19 (-1.26%)
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
HBLRX vs NAARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLRX 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 HBLRX is a StrongBuy and NAARX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. NAARX (1.36B). NAARX pays higher dividends than HBLRX: NAARX (3.21) vs HBLRX (2.82). HBLRX was incepted earlier than NAARX: HBLRX (16 years) vs NAARX (10 years). HBLRX (1.28) is less costly to investors than NAARX (0.59). HBLRX is a more actively managed with annual turnover of: 90.00 vs. NAARX (12.00). HBLRX has a lower initial minimum investment than NAARX: HBLRX (0) vs NAARX (250). NAARX annual gain was more profitable for investors over the last year : 12.95 vs. HBLRX (5.41). NAARX return over 5 years is better than : 25.01 vs. HBLRX (9.61).
| HBLRX | NAARX | HBLRX / NAARX | |
| Total Expense Ratio | 1.28 | 0.59 | 217% |
| Annual Report Gross Expense Ratio | 1.28 | 0.59 | 217% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 1.844 | 1.805 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 1.36B | 850% |
| Annual Yield % from dividends | 2.82 | 3.21 | 88% |
| Returns for 1 year | 5.41 | 12.95 | 42% |
| Returns for 3 years | 14.14 | 27.84 | 51% |
| Returns for 5 years | 9.61 | 25.01 | 38% |
| Returns for 10 years | 46.91 | 59.21 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement