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HBLAX vs RJRPX
HBLAX vs RJRPX Comparison
Open Charts HBLAX vs RJRPX
Hartford Balanced Income A
Price$15.07
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.6B
American Funds Retire Inc Port-Cnsrv R3
Price$12.76
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets1.35B
HBLAX vs RJRPX Comparison Chart in %
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HBLAX vs. RJRPX commentary
Nov 26, 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 RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. RJRPX (1.35B). HBLAX pays higher dividends than RJRPX: HBLAX (3.29) vs RJRPX (2.76). HBLAX was incepted earlier than RJRPX: HBLAX (19 years) vs RJRPX (10 years). RJRPX (0.95) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. RJRPX (12.00). RJRPX has a lower initial minimum investment than HBLAX: RJRPX (250) vs HBLAX (2000). RJRPX annual gain was more profitable for investors over the last year : 10.11 vs. HBLAX (2.53). RJRPX return over 5 years is better than : 19.90 vs. HBLAX (11.71).
| HBLAX | RJRPX | HBLAX / RJRPX | |
| Total Expense Ratio | 0.89 | 0.95 | 94% |
| Annual Report Gross Expense Ratio | 0.89 | 0.95 | 94% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 8.723 | 11.245 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 1.35B | 862% |
| Annual Yield % from dividends | 3.29 | 2.76 | 119% |
| Returns for 1 year | 2.53 | 10.11 | 25% |
| Returns for 3 years | 14.80 | 24.56 | 60% |
| Returns for 5 years | 11.71 | 19.90 | 59% |
| Returns for 10 years | 43.58 | 47.17 | 92% |
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