HBLYX
Price
$15.57
Change
-$0.04 (-0.26%)
Updated
Dec 12 closing price
Net Assets
11.76B
NGCRX
Price
$12.77
Change
-$0.06 (-0.47%)
Updated
Dec 12 closing price
Net Assets
1.36B
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HBLYX vs NGCRX

Header iconHBLYX vs NGCRX Comparison
Open Charts HBLYX vs NGCRXBanner chart's image
Hartford Balanced Income Y
Price$15.57
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets11.76B
American Funds Retire Inc Port-Cnsrv C
Price$12.77
Change-$0.06 (-0.47%)
VolumeN/A
Net Assets1.36B
HBLYX vs NGCRX Comparison Chart in %
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HBLYX vs. NGCRX commentary
Dec 14, 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 HBLYX is a Hold and NGCRX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. NGCRX (1.36B). HBLYX pays higher dividends than NGCRX: HBLYX (3.38) vs NGCRX (2.37). HBLYX was incepted earlier than NGCRX: HBLYX (19 years) vs NGCRX (10 years). NGCRX (1.33) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. NGCRX (12.00). NGCRX has a lower initial minimum investment than HBLYX: NGCRX (250) vs HBLYX (250000). NGCRX annual gain was more profitable for investors over the last year : 10.39 vs. HBLYX (5.34). NGCRX return over 5 years is better than : 18.40 vs. HBLYX (15.19).
HBLYXNGCRXHBLYX / NGCRX
Total Expense Ratio0.671.3350%
Annual Report Gross Expense Ratio0.671.3350%
Fund Existence19 years10 years-
Gain YTD11.40312.32992%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.8B1.36B868%
Annual Yield % from dividends3.382.37143%
Returns for 1 year5.3410.3951%
Returns for 3 years17.8423.9575%
Returns for 5 years15.1918.4083%
Returns for 10 years56.5047.29119%
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