HBLIX
Price
$15.09
Change
+$0.03 (+0.20%)
Updated
Oct 3 closing price
Net Assets
11.9B
RARPX
Price
$12.71
Change
+$0.02 (+0.16%)
Updated
Oct 3 closing price
Net Assets
1.34B
Interact to see
Advertisement

HBLIX vs RARPX

Header iconHBLIX vs RARPX Comparison
Open Charts HBLIX vs RARPXBanner chart's image
Hartford Balanced Income I
Price$15.09
Change+$0.03 (+0.20%)
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
HBLIX vs RARPX Comparison Chart in %
View a ticker or compare two or three
VS
HBLIX 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 HBLIX is a Buy and RARPX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. RARPX (1.34B). HBLIX pays higher dividends than RARPX: HBLIX (3.51) vs RARPX (2.44). HBLIX was incepted earlier than RARPX: HBLIX (16 years) vs RARPX (10 years). RARPX (1.32) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. RARPX (12.00). RARPX has a lower initial minimum investment than HBLIX: RARPX (250) vs HBLIX (2000). RARPX annual gain was more profitable for investors over the last year : 8.49 vs. HBLIX (3.25). RARPX return over 5 years is better than : 22.24 vs. HBLIX (20.19).
HBLIXRARPXHBLIX / RARPX
Total Expense Ratio0.651.3249%
Annual Report Gross Expense Ratio0.651.3249%
Fund Existence16 years10 years-
Gain YTD9.34411.01385%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B1.34B891%
Annual Yield % from dividends3.512.44144%
Returns for 1 year3.258.4938%
Returns for 3 years22.9428.0882%
Returns for 5 years20.1922.2491%
Returns for 10 years51.2344.64115%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
XHS102.050.56
+0.55%
SPDR® S&P Health Care Services ETF
PFFV23.140.03
+0.13%
Global X Variable Rate Preferred ETF
BUFD27.660.03
+0.10%
FT Vest Laddered Deep Buffer ETF
TAPR25.64N/A
-0.02%
Innovator Eq Dfnd Prt ETF-2 Yr toApr2027
ODDS33.58-0.01
-0.04%
Pacer BlueStar Digital Entertainment ETF