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HBLRX vs RARPX
HBLRX vs RARPX Comparison
Open Charts HBLRX vs RARPX
Hartford Balanced Income R3
Price$15.32
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Retire Inc Port-Cnsrv R1
Price$12.04
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HBLRX vs RARPX Comparison Chart
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HBLRX vs. RARPX commentary
Sep 19, 2024
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: 12.7B vs. RARPX (1.25B). HBLRX pays higher dividends than RARPX: HBLRX (2.97) vs RARPX (2.35). HBLRX was incepted earlier than RARPX: HBLRX (14 years) vs RARPX (9 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. RARPX (16.00). HBLRX has a lower initial minimum investment than RARPX: HBLRX (0) vs RARPX (250). HBLRX (14.31) and RARPX (14.06) have marching annual gain over last year. RARPX return over 5 years is better than : 16.33 vs. HBLRX (15.44).
| HBLRX | RARPX | HBLRX / RARPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 8.176 | 8.179 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 1.25B | 1,020% |
| Annual Yield % from dividends | 2.97 | 2.35 | 127% |
| Returns for 1 year | 14.31 | 14.06 | 102% |
| Returns for 3 years | -0.67 | 2.78 | -24% |
| Returns for 5 years | 15.44 | 16.33 | 95% |
| Returns for 10 years | 34.47 | N/A | - |
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