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HBLTX vs NAARX
HBLTX vs NAARX Comparison
Open Charts HBLTX vs NAARX
Hartford Balanced Income R5
Price$14.87
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
American Funds Retire Inc Port-Cnsrv A
Price$12.95
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.36B
HBLTX vs NAARX Comparison Chart in %
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HBLTX vs. NAARX commentary
Dec 28, 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 StrongBuy and NAARX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. NAARX (1.36B). HBLTX pays higher dividends than NAARX: HBLTX (3.41) vs NAARX (3.07). 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: 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 : 12.92 vs. HBLTX (6.55). NAARX return over 5 years is better than : 24.33 vs. HBLTX (11.15).
| 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 | 6.961 | 13.492 | 52% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 1.36B | 860% |
| Annual Yield % from dividends | 3.41 | 3.07 | 111% |
| Returns for 1 year | 6.55 | 12.92 | 51% |
| Returns for 3 years | 18.48 | 28.52 | 65% |
| Returns for 5 years | 11.15 | 24.33 | 46% |
| Returns for 10 years | 48.07 | 53.94 | 89% |
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