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HBLSX vs RJRPX
HBLSX vs RJRPX Comparison
Open Charts HBLSX vs RJRPX
Hartford Balanced Income R4
Price$15.16
Change+$0.03 (+0.20%)
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
HBLSX vs RJRPX Comparison Chart in %
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HBLSX 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 HBLSX is a StrongBuy and RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. RJRPX (1.35B). HBLSX pays higher dividends than RJRPX: HBLSX (3.19) vs RJRPX (2.76). HBLSX was incepted earlier than RJRPX: HBLSX (16 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 : 10.11 vs. HBLSX (2.56). RJRPX return over 5 years is better than : 19.90 vs. HBLSX (11.40).
| HBLSX | RJRPX | HBLSX / RJRPX | |
| Total Expense Ratio | 0.96 | 0.95 | 101% |
| Annual Report Gross Expense Ratio | 0.96 | 0.95 | 101% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 8.741 | 11.245 | 78% |
| 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 | 3.19 | 2.76 | 115% |
| Returns for 1 year | 2.56 | 10.11 | 25% |
| Returns for 3 years | 14.64 | 24.56 | 60% |
| Returns for 5 years | 11.40 | 19.90 | 57% |
| Returns for 10 years | 43.01 | 47.17 | 91% |
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