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HBLCX vs RMRPX
HBLCX vs RMRPX Comparison
Open Charts HBLCX vs RMRPX
Hartford Balanced Income C
Price$14.83
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.98B
American Funds Retire Inc Port-Cnsrv R4
Price$12.89
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.33B
HBLCX vs RMRPX Comparison Chart in %
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HBLCX vs. RMRPX commentary
Sep 16, 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: 12B vs. RMRPX (1.33B). RMRPX pays higher dividends than HBLCX: RMRPX (3.05) vs HBLCX (2.58). 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 : 8.93 vs. HBLCX (2.36). RMRPX return over 5 years is better than : 24.25 vs. HBLCX (12.08).
| 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 | 8.134 | 10.970 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 1.33B | 904% |
| Annual Yield % from dividends | 2.58 | 3.05 | 85% |
| Returns for 1 year | 2.36 | 8.93 | 26% |
| Returns for 3 years | 16.61 | 26.95 | 62% |
| Returns for 5 years | 12.08 | 24.25 | 50% |
| Returns for 10 years | 38.44 | 53.30 | 72% |
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