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HBLAX vs RARPX
HBLAX vs RARPX Comparison
Open Charts HBLAX vs RARPX
Hartford Balanced Income A
Price$14.53
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
American Funds Retire Inc Port-Cnsrv R1
Price$12.15
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.27B
HBLAX vs RARPX Comparison Chart
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HBLAX vs. RARPX commentary
Jun 07, 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 HBLAX is a StrongBuy and RARPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. RARPX (1.27B). HBLAX pays higher dividends than RARPX: HBLAX (3.37) vs RARPX (2.59). HBLAX was incepted earlier than RARPX: HBLAX (19 years) vs RARPX (10 years). RARPX (1.32) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. RARPX (12.00). RARPX has a lower initial minimum investment than HBLAX: RARPX (250) vs HBLAX (2000). RARPX annual gain was more profitable for investors over the last year : 8.80 vs. HBLAX (3.59). RARPX return over 5 years is better than : 16.62 vs. HBLAX (12.06).
| HBLAX | RARPX | HBLAX / RARPX | |
| Total Expense Ratio | 0.89 | 1.32 | 67% |
| Annual Report Gross Expense Ratio | 0.89 | 1.32 | 67% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 3.230 | 5.037 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 1.27B | 921% |
| Annual Yield % from dividends | 3.37 | 2.59 | 130% |
| Returns for 1 year | 3.59 | 8.80 | 41% |
| Returns for 3 years | 7.47 | 11.72 | 64% |
| Returns for 5 years | 12.06 | 16.62 | 73% |
| Returns for 10 years | 36.36 | N/A | - |
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