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HBLRX vs RMRPX
HBLRX vs RMRPX Comparison
Open Charts HBLRX vs RMRPX
Hartford Balanced Income R3
Price$15.18
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.9B
American Funds Retire Inc Port-Cnsrv R4
Price$12.86
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.34B
HBLRX vs RMRPX Comparison Chart in %
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HBLRX vs. RMRPX 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 RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. RMRPX (1.34B). RMRPX pays higher dividends than HBLRX: RMRPX (3.04) vs HBLRX (2.89). HBLRX was incepted earlier than RMRPX: HBLRX (15 years) vs RMRPX (10 years). HBLRX (1.28) is less costly to investors than RMRPX (0.63). HBLRX is a more actively managed with annual turnover of: 61.00 vs. RMRPX (12.00). HBLRX has a lower initial minimum investment than RMRPX: HBLRX (0) vs RMRPX (250). RMRPX annual gain was more profitable for investors over the last year : 9.27 vs. HBLRX (2.65). RMRPX return over 5 years is better than : 26.32 vs. HBLRX (16.73).
| HBLRX | RMRPX | HBLRX / RMRPX | |
| Total Expense Ratio | 1.28 | 0.63 | 203% |
| Annual Report Gross Expense Ratio | 1.28 | 0.63 | 203% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 8.856 | 11.577 | 76% |
| 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 | 3.04 | 95% |
| Returns for 1 year | 2.65 | 9.27 | 29% |
| Returns for 3 years | 20.69 | 30.59 | 68% |
| Returns for 5 years | 16.73 | 26.32 | 64% |
| Returns for 10 years | 43.55 | 52.61 | 83% |
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