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HBLRX vs PARIX
HBLRX vs PARIX Comparison
Open Charts HBLRX vs PARIX
Hartford Balanced Income R3
Price$15.15
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.6B
T. Rowe Price Retirement Balanced Adv
Price$14.28
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets2.18B
HBLRX vs PARIX Comparison Chart in %
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HBLRX vs. PARIX commentary
Nov 26, 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 HBLRX is a StrongBuy and PARIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. PARIX (2.18B). HBLRX (2.90) and PARIX (2.85) have matching dividends . HBLRX was incepted earlier than PARIX: HBLRX (16 years) vs PARIX (22 years). HBLRX (1.28) is less costly to investors than PARIX (0.74). HBLRX is a more actively managed with annual turnover of: 61.00 vs. PARIX (18.60). HBLRX has a lower initial minimum investment than PARIX: HBLRX (0) vs PARIX (2500). PARIX annual gain was more profitable for investors over the last year : 6.84 vs. HBLRX (2.45). HBLRX return over 5 years is better than : 10.02 vs. PARIX (-3.82).
| HBLRX | PARIX | HBLRX / PARIX | |
| Total Expense Ratio | 1.28 | 0.74 | 173% |
| Annual Report Gross Expense Ratio | 1.28 | 0.74 | 173% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 8.641 | 8.836 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 2.18B | 533% |
| Annual Yield % from dividends | 2.90 | 2.85 | 101% |
| Returns for 1 year | 2.45 | 6.84 | 36% |
| Returns for 3 years | 13.85 | 17.93 | 77% |
| Returns for 5 years | 10.02 | -3.82 | -262% |
| Returns for 10 years | 39.64 | 15.99 | 248% |
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