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HBLCX vs RARPX
HBLCX vs RARPX Comparison
Open Charts HBLCX vs RARPX
Hartford Balanced Income C
Price$14.81
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.9B
American Funds Retire Inc Port-Cnsrv R1
Price$12.71
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.34B
HBLCX vs RARPX Comparison Chart in %
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HBLCX vs. RARPX commentary
Oct 06, 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 HBLCX is a Buy and RARPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. RARPX (1.34B). HBLCX pays higher dividends than RARPX: HBLCX (2.58) vs RARPX (2.44). HBLCX was incepted earlier than RARPX: HBLCX (19 years) vs RARPX (10 years). HBLCX (1.64) is less costly to investors than RARPX (1.32). HBLCX is a more actively managed with annual turnover of: 61.00 vs. RARPX (12.00). RARPX has a lower initial minimum investment than HBLCX: RARPX (250) vs HBLCX (2000). RARPX annual gain was more profitable for investors over the last year : 8.49 vs. HBLCX (2.17). RARPX return over 5 years is better than : 22.24 vs. HBLCX (14.26).
| HBLCX | RARPX | HBLCX / RARPX | |
| Total Expense Ratio | 1.64 | 1.32 | 124% |
| Annual Report Gross Expense Ratio | 1.64 | 1.32 | 124% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 8.529 | 11.013 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 1.34B | 891% |
| Annual Yield % from dividends | 2.58 | 2.44 | 106% |
| Returns for 1 year | 2.17 | 8.49 | 26% |
| Returns for 3 years | 19.10 | 28.08 | 68% |
| Returns for 5 years | 14.26 | 22.24 | 64% |
| Returns for 10 years | 37.95 | 44.64 | 85% |
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