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HBLTX vs NCBIX
HBLTX vs NCBIX Comparison
Open Charts HBLTX vs NCBIX
Hartford Balanced Income R5
Price$14.97
Change-$0.18 (-1.19%)
VolumeN/A
Net Assets11.64B
New Covenant Balanced Income
Price$23.25
Change-$0.62 (-2.60%)
VolumeN/A
Net Assets79.49M
HBLTX vs NCBIX Comparison Chart in %
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HBLTX vs. NCBIX commentary
Feb 05, 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 NCBIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.6B vs. NCBIX (79.5M). HBLTX pays higher dividends than NCBIX: HBLTX (3.38) vs NCBIX (2.19). HBLTX was incepted earlier than NCBIX: HBLTX (16 years) vs NCBIX (27 years). NCBIX (0.94) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 90.00 vs. NCBIX (7.00). HBLTX has a lower initial minimum investment than NCBIX: HBLTX (0) vs NCBIX (500). HBLTX annual gain was more profitable for investors over the last year : 6.33 vs. NCBIX (5.60). HBLTX return over 5 years is better than : 12.36 vs. NCBIX (10.04).
| HBLTX | NCBIX | HBLTX / NCBIX | |
| Total Expense Ratio | 0.66 | 0.88 | 75% |
| Annual Report Gross Expense Ratio | 0.66 | 0.94 | 70% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 2.115 | 0.475 | 445% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 79.5M | 14,591% |
| Annual Yield % from dividends | 3.38 | 2.19 | 154% |
| Returns for 1 year | 6.33 | 5.60 | 113% |
| Returns for 3 years | 16.44 | 20.24 | 81% |
| Returns for 5 years | 12.36 | 10.04 | 123% |
| Returns for 10 years | 55.14 | 45.57 | 121% |
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