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HBLRX vs RMRPX
HBLRX vs RMRPX Comparison
Open Charts HBLRX vs RMRPX
Hartford Balanced Income R3
Price$15.21
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.98B
American Funds Retire Inc Port-Cnsrv R4
Price$12.89
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.33B
HBLRX vs RMRPX Comparison Chart in %
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HBLRX vs. RMRPX commentary
Sep 16, 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 RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. RMRPX (1.33B). RMRPX pays higher dividends than HBLRX: RMRPX (3.05) vs HBLRX (2.88). 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 : 8.93 vs. HBLRX (2.83). RMRPX return over 5 years is better than : 24.25 vs. HBLRX (14.42).
| 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 | 8.435 | 10.970 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 1.33B | 904% |
| Annual Yield % from dividends | 2.88 | 3.05 | 94% |
| Returns for 1 year | 2.83 | 8.93 | 32% |
| Returns for 3 years | 18.15 | 26.95 | 67% |
| Returns for 5 years | 14.42 | 24.25 | 59% |
| Returns for 10 years | 43.97 | 53.30 | 82% |
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