Interact to see
Advertisement
Advertisement
HBLTX vs NAARX
HBLTX vs NAARX Comparison
Open Charts HBLTX vs NAARX
Hartford Balanced Income R5
Price$14.97
Change-$0.18 (-1.19%)
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
HBLTX vs NAARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLTX 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 HBLTX is a StrongBuy and NAARX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.6B vs. NAARX (1.36B). HBLTX pays higher dividends than NAARX: HBLTX (3.38) vs NAARX (3.21). HBLTX was incepted earlier than NAARX: HBLTX (16 years) vs NAARX (10 years). HBLTX (0.66) is less costly to investors than NAARX (0.59). HBLTX is a more actively managed with annual turnover of: 90.00 vs. NAARX (12.00). HBLTX has a lower initial minimum investment than NAARX: HBLTX (0) vs NAARX (250). NAARX annual gain was more profitable for investors over the last year : 12.95 vs. HBLTX (6.11). NAARX return over 5 years is better than : 25.01 vs. HBLTX (13.08).
| HBLTX | NAARX | HBLTX / NAARX | |
| Total Expense Ratio | 0.66 | 0.59 | 112% |
| Annual Report Gross Expense Ratio | 0.66 | 0.59 | 112% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 1.978 | 1.805 | 110% |
| 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 | 3.38 | 3.21 | 105% |
| Returns for 1 year | 6.11 | 12.95 | 47% |
| Returns for 3 years | 16.28 | 27.84 | 58% |
| Returns for 5 years | 13.08 | 25.01 | 52% |
| Returns for 10 years | 54.93 | 59.21 | 93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement