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HBLRX vs RARPX
HBLRX vs RARPX Comparison
Open Charts HBLRX vs RARPX
Hartford Balanced Income R3
Price$15.18
Change+$0.04 (+0.26%)
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
HBLRX vs RARPX Comparison Chart in %
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HBLRX 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 HBLRX is a Buy and RARPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. RARPX (1.34B). HBLRX pays higher dividends than RARPX: HBLRX (2.89) vs RARPX (2.44). HBLRX was incepted earlier than RARPX: HBLRX (15 years) vs RARPX (10 years). RARPX (1.32) and HBLRX (1.28) have similar cost to investors . HBLRX is a more actively managed with annual turnover of: 61.00 vs. RARPX (12.00). HBLRX has a lower initial minimum investment than RARPX: HBLRX (0) vs RARPX (250). RARPX annual gain was more profitable for investors over the last year : 8.49 vs. HBLRX (2.65). RARPX return over 5 years is better than : 22.24 vs. HBLRX (16.73).
| HBLRX | RARPX | HBLRX / RARPX | |
| Total Expense Ratio | 1.28 | 1.32 | 97% |
| Annual Report Gross Expense Ratio | 1.28 | 1.32 | 97% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 8.856 | 11.013 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 1.34B | 891% |
| Annual Yield % from dividends | 2.89 | 2.44 | 118% |
| Returns for 1 year | 2.65 | 8.49 | 31% |
| Returns for 3 years | 20.69 | 28.08 | 74% |
| Returns for 5 years | 16.73 | 22.24 | 75% |
| Returns for 10 years | 43.55 | 44.64 | 98% |
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