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HBLIX vs RARPX
HBLIX vs RARPX Comparison
Open Charts HBLIX vs RARPX
Hartford Balanced Income I
Price$15.16
Change-$0.06 (-0.39%)
VolumeN/A
Net Assets11.96B
American Funds Retire Inc Port-Cnsrv R1
Price$12.71
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.32B
HBLIX vs RARPX Comparison Chart in %
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HBLIX vs. RARPX commentary
Sep 14, 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 Hold and RARPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. RARPX (1.32B). HBLIX pays higher dividends than RARPX: HBLIX (3.50) vs RARPX (2.46). 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 : 8.69 vs. HBLIX (3.99). RARPX return over 5 years is better than : 20.94 vs. HBLIX (18.57).
| 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 | 8.893 | 10.509 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 1.32B | 906% |
| Annual Yield % from dividends | 3.50 | 2.46 | 143% |
| Returns for 1 year | 3.99 | 8.69 | 46% |
| Returns for 3 years | 19.48 | 23.89 | 82% |
| Returns for 5 years | 18.57 | 20.94 | 89% |
| Returns for 10 years | 51.47 | 45.87 | 112% |
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