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HBLAX vs RTRPX
HBLAX vs RTRPX Comparison
Open Charts HBLAX vs RTRPX
Hartford Balanced Income A
Price$14.53
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.74B
American Funds Retire Inc Port-Cnsrv R6
Price$12.26
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets1.27B
HBLAX vs RTRPX Comparison Chart
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HBLAX vs. RTRPX commentary
Jun 05, 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 RTRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. RTRPX (1.27B). RTRPX pays higher dividends than HBLAX: RTRPX (3.56) vs HBLAX (3.37). HBLAX was incepted earlier than RTRPX: HBLAX (19 years) vs RTRPX (10 years). HBLAX (0.89) is less costly to investors than RTRPX (0.30). HBLAX is a more actively managed with annual turnover of: 61.00 vs. RTRPX (12.00). RTRPX has a lower initial minimum investment than HBLAX: RTRPX (250) vs HBLAX (2000). RTRPX annual gain was more profitable for investors over the last year : 10.79 vs. HBLAX (3.59). RTRPX return over 5 years is better than : 22.05 vs. HBLAX (11.99).
| HBLAX | RTRPX | HBLAX / RTRPX | |
| Total Expense Ratio | 0.89 | 0.30 | 297% |
| Annual Report Gross Expense Ratio | 0.89 | 0.30 | 297% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 3.159 | 5.747 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 1.27B | 923% |
| Annual Yield % from dividends | 3.37 | 3.56 | 95% |
| Returns for 1 year | 3.59 | 10.79 | 33% |
| Returns for 3 years | 7.90 | 15.40 | 51% |
| Returns for 5 years | 11.99 | 22.05 | 54% |
| Returns for 10 years | 35.87 | N/A | - |
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