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HBLTX vs NAARX
HBLTX vs NAARX Comparison
Open Charts HBLTX vs NAARX
Hartford Balanced Income R5
Price$14.72
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.79B
American Funds Retire Inc Port-Cnsrv A
Price$12.27
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.27B
HBLTX vs NAARX Comparison Chart
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HBLTX vs. NAARX commentary
Jun 17, 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 HBLTX is a Buy and NAARX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. NAARX (1.27B). HBLTX pays higher dividends than NAARX: HBLTX (3.56) vs NAARX (3.29). HBLTX was incepted earlier than NAARX: HBLTX (15 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: 61.00 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 : 10.09 vs. HBLTX (4.71). NAARX return over 5 years is better than : 22.90 vs. HBLTX (17.41).
| HBLTX | NAARX | HBLTX / NAARX | |
| Total Expense Ratio | 0.66 | 0.59 | 112% |
| Annual Report Gross Expense Ratio | 0.66 | 0.59 | 112% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 4.039 | 5.961 | 68% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.27B | 926% |
| Annual Yield % from dividends | 3.56 | 3.29 | 108% |
| Returns for 1 year | 4.71 | 10.09 | 47% |
| Returns for 3 years | 16.62 | 21.07 | 79% |
| Returns for 5 years | 17.41 | 22.90 | 76% |
| Returns for 10 years | 39.57 | N/A | - |
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