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HBLRX vs RJRPX
HBLRX vs RJRPX Comparison
Open Charts HBLRX vs RJRPX
Hartford Balanced Income R3
Price$15.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
American Funds Retire Inc Port-Cnsrv R3
Price$12.70
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets1.31B
HBLRX vs RJRPX Comparison Chart in %
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HBLRX vs. RJRPX commentary
Sep 09, 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: 12B vs. RJRPX (1.32B). HBLRX (2.88) and RJRPX (2.79) have matching dividends . HBLRX was incepted earlier than RJRPX: HBLRX (15 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 : 9.27 vs. HBLRX (3.51). RJRPX return over 5 years is better than : 21.82 vs. HBLRX (14.58).
| HBLRX | RJRPX | HBLRX / RJRPX | |
| Total Expense Ratio | 1.28 | 0.95 | 135% |
| Annual Report Gross Expense Ratio | 1.28 | 0.95 | 135% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 7.866 | 9.850 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 1.32B | 913% |
| Annual Yield % from dividends | 2.88 | 2.79 | 103% |
| Returns for 1 year | 3.51 | 9.27 | 38% |
| Returns for 3 years | 14.92 | 22.62 | 66% |
| Returns for 5 years | 14.58 | 21.82 | 67% |
| Returns for 10 years | 43.43 | 48.83 | 89% |
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