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HBLTX vs NGCRX
HBLTX vs NGCRX Comparison
Open Charts HBLTX vs NGCRX
Hartford Balanced Income R5
Price$14.82
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.95B
American Funds Retire Inc Port-Cnsrv C
Price$12.33
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.29B
HBLTX vs NGCRX Comparison Chart in %
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HBLTX vs. NGCRX commentary
Jul 08, 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 NGCRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. NGCRX (1.29B). HBLTX pays higher dividends than NGCRX: HBLTX (3.54) vs NGCRX (2.47). HBLTX was incepted earlier than NGCRX: HBLTX (15 years) vs NGCRX (10 years). NGCRX (1.33) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. NGCRX (12.00). HBLTX has a lower initial minimum investment than NGCRX: HBLTX (0) vs NGCRX (250). NGCRX annual gain was more profitable for investors over the last year : 10.85 vs. HBLTX (6.97). NGCRX (20.08) and HBLTX (19.41) have equivalent 5 years return.
| HBLTX | NGCRX | HBLTX / NGCRX | |
| Total Expense Ratio | 0.66 | 1.33 | 50% |
| Annual Report Gross Expense Ratio | 0.66 | 1.33 | 50% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 6.253 | 7.462 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 1.29B | 928% |
| Annual Yield % from dividends | 3.54 | 2.47 | 144% |
| Returns for 1 year | 6.97 | 10.85 | 64% |
| Returns for 3 years | 17.02 | 18.67 | 91% |
| Returns for 5 years | 19.41 | 20.08 | 97% |
| Returns for 10 years | 44.20 | N/A | - |
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