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HBLVX vs TRCIX
HBLVX vs TRCIX Comparison
Open Charts HBLVX vs TRCIX
Hartford Balanced Income R6
Price$15.09
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
Nuveen Lifecycle Index Ret Inc Retire
Price$17.65
Change+$0.18 (+1.03%)
VolumeN/A
Net Assets841.16M
HBLVX vs TRCIX Comparison Chart in %
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HBLVX vs. TRCIX commentary
Feb 04, 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 HBLVX is a StrongBuy and TRCIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.6B vs. TRCIX (841M). HBLVX pays higher dividends than TRCIX: HBLVX (3.46) vs TRCIX (2.88). HBLVX was incepted earlier than TRCIX: HBLVX (11 years) vs TRCIX (16 years). HBLVX (0.56) is less costly to investors than TRCIX (0.47). HBLVX is a more actively managed with annual turnover of: 90.00 vs. TRCIX (23.00). HBLVX (0) and TRCIX (0) have matching initial minimum investment requirements. TRCIX annual gain was more profitable for investors over the last year : 12.44 vs. HBLVX (6.46). TRCIX return over 5 years is better than : 17.96 vs. HBLVX (13.00).
| HBLVX | TRCIX | HBLVX / TRCIX | |
| Total Expense Ratio | 0.56 | 0.35 | 160% |
| Annual Report Gross Expense Ratio | 0.56 | 0.47 | 119% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 2.097 | 1.495 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 841M | 1,379% |
| Annual Yield % from dividends | 3.46 | 2.88 | 120% |
| Returns for 1 year | 6.46 | 12.44 | 52% |
| Returns for 3 years | 16.82 | 27.59 | 61% |
| Returns for 5 years | 13.00 | 17.96 | 72% |
| Returns for 10 years | 56.73 | 72.06 | 79% |
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