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HBLSX vs RJRPX
HBLSX vs RJRPX Comparison
Open Charts HBLSX vs RJRPX
Hartford Balanced Income R4
Price$15.17
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
HBLSX vs RJRPX Comparison Chart in %
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HBLSX 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 HBLSX is a StrongBuy and RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. RJRPX (1.32B). HBLSX pays higher dividends than RJRPX: HBLSX (3.17) vs RJRPX (2.79). HBLSX was incepted earlier than RJRPX: HBLSX (15 years) vs RJRPX (10 years). HBLSX (0.96) and RJRPX (0.95) have similar cost to investors . HBLSX is a more actively managed with annual turnover of: 61.00 vs. RJRPX (12.00). HBLSX has a lower initial minimum investment than RJRPX: HBLSX (0) vs RJRPX (250). RJRPX annual gain was more profitable for investors over the last year : 9.27 vs. HBLSX (3.90). RJRPX return over 5 years is better than : 21.82 vs. HBLSX (16.18).
| HBLSX | RJRPX | HBLSX / RJRPX | |
| Total Expense Ratio | 0.96 | 0.95 | 101% |
| Annual Report Gross Expense Ratio | 0.96 | 0.95 | 101% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 8.163 | 9.850 | 83% |
| 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 | 3.17 | 2.79 | 114% |
| Returns for 1 year | 3.90 | 9.27 | 42% |
| Returns for 3 years | 15.94 | 22.62 | 70% |
| Returns for 5 years | 16.18 | 21.82 | 74% |
| Returns for 10 years | 47.19 | 48.83 | 97% |
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