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HBLTX vs NAARX
HBLTX vs NAARX Comparison
Open Charts HBLTX vs NAARX
Hartford Balanced Income R5
Price$15.40
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets11.75B
American Funds Retire Inc Port-Cnsrv A
Price$12.88
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets1.36B
HBLTX vs NAARX Comparison Chart in %
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HBLTX vs. NAARX commentary
Dec 04, 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 Hold and NAARX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B 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 : 10.20 vs. HBLTX (2.95). NAARX return over 5 years is better than : 21.88 vs. HBLTX (13.86).
| 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 | 10.126 | 12.441 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.36B | 868% |
| Annual Yield % from dividends | 3.41 | 3.07 | 111% |
| Returns for 1 year | 2.95 | 10.20 | 29% |
| Returns for 3 years | 15.63 | 24.74 | 63% |
| Returns for 5 years | 13.86 | 21.88 | 63% |
| Returns for 10 years | 48.40 | 51.43 | 94% |
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