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HBLAX vs RJRPX
HBLAX vs RJRPX Comparison
Open Charts HBLAX vs RJRPX
Hartford Balanced Income A
Price$14.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
American Funds Retire Inc Port-Cnsrv R3
Price$11.74
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.21B
HBLAX vs RJRPX Comparison Chart
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HBLAX vs. RJRPX commentary
Apr 18, 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 Hold and RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.5B vs. RJRPX (1.21B). HBLAX pays higher dividends than RJRPX: HBLAX (3.37) vs RJRPX (3.00). 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 : 8.74 vs. HBLAX (4.03). RJRPX return over 5 years is better than : 18.57 vs. HBLAX (15.03).
| 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 | -0.042 | 1.037 | -4% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.5B | 1.21B | 947% |
| Annual Yield % from dividends | 3.37 | 3.00 | 113% |
| Returns for 1 year | 4.03 | 8.74 | 46% |
| Returns for 3 years | 3.30 | 6.84 | 48% |
| Returns for 5 years | 15.03 | 18.57 | 81% |
| Returns for 10 years | 29.16 | N/A | - |
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