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HBLCX vs RMRPX
HBLCX vs RMRPX Comparison
Open Charts HBLCX vs RMRPX
Hartford Balanced Income C
Price$14.67
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
American Funds Retire Inc Port-Cnsrv R4
Price$12.80
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.34B
HBLCX vs RMRPX Comparison Chart in %
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HBLCX vs. RMRPX commentary
Nov 20, 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 Hold and RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. RMRPX (1.34B). RMRPX pays higher dividends than HBLCX: RMRPX (3.03) vs HBLCX (2.59). HBLCX was incepted earlier than RMRPX: HBLCX (19 years) vs RMRPX (10 years). HBLCX (1.64) is less costly to investors than RMRPX (0.63). HBLCX is a more actively managed with annual turnover of: 61.00 vs. RMRPX (12.00). RMRPX has a lower initial minimum investment than HBLCX: RMRPX (250) vs HBLCX (2000). RMRPX annual gain was more profitable for investors over the last year : 10.31 vs. HBLCX (2.23). RMRPX return over 5 years is better than : 22.03 vs. HBLCX (8.25).
| HBLCX | RMRPX | HBLCX / RMRPX | |
| Total Expense Ratio | 1.64 | 0.63 | 260% |
| Annual Report Gross Expense Ratio | 1.64 | 0.63 | 260% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 7.723 | 11.056 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 1.34B | 863% |
| Annual Yield % from dividends | 2.59 | 3.03 | 85% |
| Returns for 1 year | 2.23 | 10.31 | 22% |
| Returns for 3 years | 13.75 | 26.81 | 51% |
| Returns for 5 years | 8.25 | 22.03 | 37% |
| Returns for 10 years | 33.50 | 50.40 | 66% |
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