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HBLRX vs RARPX
HBLRX vs RARPX Comparison
Open Charts HBLRX vs RARPX
Hartford Balanced Income R3
Price$14.77
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.77B
American Funds Retire Inc Port-Cnsrv R1
Price$12.35
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.29B
HBLRX vs RARPX Comparison Chart in %
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HBLRX vs. RARPX commentary
Aug 03, 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 Hold and RARPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. RARPX (1.29B). HBLRX pays higher dividends than RARPX: HBLRX (2.94) vs RARPX (2.50). 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 : 8.32 vs. HBLRX (2.55). RARPX return over 5 years is better than : 18.03 vs. HBLRX (12.01).
| 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 | 5.160 | 7.379 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.29B | 917% |
| Annual Yield % from dividends | 2.94 | 2.50 | 118% |
| Returns for 1 year | 2.55 | 8.32 | 31% |
| Returns for 3 years | 10.58 | 16.67 | 63% |
| Returns for 5 years | 12.01 | 18.03 | 67% |
| Returns for 10 years | 35.56 | N/A | - |
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