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HBLRX vs RJRPX
HBLRX vs RJRPX Comparison
Open Charts HBLRX vs RJRPX
Hartford Balanced Income R3
Price$15.15
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.6B
American Funds Retire Inc Port-Cnsrv R3
Price$12.76
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets1.35B
HBLRX vs RJRPX Comparison Chart in %
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HBLRX vs. RJRPX 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 RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. RJRPX (1.35B). HBLRX (2.90) and RJRPX (2.76) have matching dividends . HBLRX was incepted earlier than RJRPX: HBLRX (16 years) vs RJRPX (10 years). HBLRX (1.28) is less costly to investors than RJRPX (0.95). HBLRX is a more actively managed with annual turnover of: 61.00 vs. RJRPX (12.00). HBLRX has a lower initial minimum investment than RJRPX: HBLRX (0) vs RJRPX (250). RJRPX annual gain was more profitable for investors over the last year : 10.11 vs. HBLRX (2.45). RJRPX return over 5 years is better than : 19.90 vs. HBLRX (10.02).
| HBLRX | RJRPX | HBLRX / RJRPX | |
| Total Expense Ratio | 1.28 | 0.95 | 135% |
| Annual Report Gross Expense Ratio | 1.28 | 0.95 | 135% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 8.641 | 11.245 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 1.35B | 862% |
| Annual Yield % from dividends | 2.90 | 2.76 | 105% |
| Returns for 1 year | 2.45 | 10.11 | 24% |
| Returns for 3 years | 13.85 | 24.56 | 56% |
| Returns for 5 years | 10.02 | 19.90 | 50% |
| Returns for 10 years | 39.64 | 47.17 | 84% |
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