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HBLIX vs RARPX
HBLIX vs RARPX Comparison
Open Charts HBLIX vs RARPX
Hartford Balanced Income I
Price$15.27
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
HBLIX vs RARPX Comparison Chart in %
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HBLIX 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 HBLIX is a StrongBuy and RARPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. RARPX (1.37B). HBLIX pays higher dividends than RARPX: HBLIX (3.45) vs RARPX (2.40). 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 : 10.32 vs. HBLIX (3.53). RARPX return over 5 years is better than : 19.13 vs. HBLIX (14.61).
| HBLIX | RARPX | HBLIX / RARPX | |
| Total Expense Ratio | 0.65 | 1.32 | 49% |
| Annual Report Gross Expense Ratio | 0.65 | 1.32 | 49% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 10.649 | 12.323 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.37B | 863% |
| Annual Yield % from dividends | 3.45 | 2.40 | 144% |
| Returns for 1 year | 3.53 | 10.32 | 34% |
| Returns for 3 years | 18.28 | 25.59 | 71% |
| Returns for 5 years | 14.61 | 19.13 | 76% |
| Returns for 10 years | 48.04 | 44.20 | 109% |
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