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HBLCX vs RARPX
HBLCX vs RARPX Comparison
Open Charts HBLCX vs RARPX
Hartford Balanced Income C
Price$14.96
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.76B
American Funds Retire Inc Port-Cnsrv R1
Price$12.86
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets1.37B
HBLCX vs RARPX Comparison Chart in %
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HBLCX vs. RARPX commentary
Nov 30, 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 StrongBuy and RARPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. RARPX (1.37B). HBLCX pays higher dividends than RARPX: HBLCX (2.54) vs RARPX (2.40). 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 : 10.32 vs. HBLCX (2.45). RARPX return over 5 years is better than : 19.13 vs. HBLCX (8.87).
| 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 | 9.628 | 12.323 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 1.37B | 863% |
| Annual Yield % from dividends | 2.54 | 2.40 | 106% |
| Returns for 1 year | 2.45 | 10.32 | 24% |
| Returns for 3 years | 14.61 | 25.59 | 57% |
| Returns for 5 years | 8.87 | 19.13 | 46% |
| Returns for 10 years | 35.05 | 44.20 | 79% |
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