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HBLYX vs TRCIX
HBLYX vs TRCIX Comparison
Open Charts HBLYX vs TRCIX
Hartford Balanced Income Y
Price$15.10
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
HBLYX vs TRCIX Comparison Chart in %
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HBLYX 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 HBLYX is a StrongBuy and TRCIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. TRCIX (841M). HBLYX pays higher dividends than TRCIX: HBLYX (3.36) vs TRCIX (2.88). HBLYX was incepted earlier than TRCIX: HBLYX (20 years) vs TRCIX (16 years). HBLYX (0.67) is less costly to investors than TRCIX (0.47). HBLYX is a more actively managed with annual turnover of: 90.00 vs. TRCIX (23.00). TRCIX has a lower initial minimum investment than HBLYX: TRCIX (0) vs HBLYX (250000). TRCIX annual gain was more profitable for investors over the last year : 12.44 vs. HBLYX (6.41). TRCIX return over 5 years is better than : 17.96 vs. HBLYX (12.44).
| HBLYX | TRCIX | HBLYX / TRCIX | |
| Total Expense Ratio | 0.67 | 0.35 | 191% |
| Annual Report Gross Expense Ratio | 0.67 | 0.47 | 143% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 2.096 | 1.495 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 841M | 1,379% |
| Annual Yield % from dividends | 3.36 | 2.88 | 117% |
| Returns for 1 year | 6.41 | 12.44 | 52% |
| Returns for 3 years | 16.50 | 27.59 | 60% |
| Returns for 5 years | 12.44 | 17.96 | 69% |
| Returns for 10 years | 55.68 | 72.06 | 77% |
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