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HBLAX vs RMRPX
HBLAX vs RMRPX Comparison
Open Charts HBLAX vs RMRPX
Hartford Balanced Income A
Price$14.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
American Funds Retire Inc Port-Cnsrv R4
Price$12.64
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.3B
HBLAX vs RMRPX Comparison Chart in %
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HBLAX vs. RMRPX commentary
Aug 17, 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 RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. RMRPX (1.3B). HBLAX pays higher dividends than RMRPX: HBLAX (3.35) vs RMRPX (3.11). HBLAX was incepted earlier than RMRPX: HBLAX (19 years) vs RMRPX (10 years). HBLAX (0.89) is less costly to investors than RMRPX (0.63). HBLAX is a more actively managed with annual turnover of: 61.00 vs. RMRPX (12.00). RMRPX has a lower initial minimum investment than HBLAX: RMRPX (250) vs HBLAX (2000). RMRPX annual gain was more profitable for investors over the last year : 9.31 vs. HBLAX (4.24). RMRPX return over 5 years is better than : 22.34 vs. HBLAX (15.06).
| HBLAX | RMRPX | HBLAX / RMRPX | |
| Total Expense Ratio | 0.89 | 0.63 | 141% |
| Annual Report Gross Expense Ratio | 0.89 | 0.63 | 141% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 7.120 | 8.986 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 1.3B | 913% |
| Annual Yield % from dividends | 3.35 | 3.11 | 108% |
| Returns for 1 year | 4.24 | 9.31 | 46% |
| Returns for 3 years | 11.17 | 18.47 | 60% |
| Returns for 5 years | 15.06 | 22.34 | 67% |
| Returns for 10 years | 41.91 | N/A | - |
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