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HBLSX vs RMRPX
HBLSX vs RMRPX Comparison
Open Charts HBLSX vs RMRPX
Hartford Balanced Income R4
Price$15.19
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
HBLSX vs RMRPX Comparison Chart in %
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HBLSX 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 HBLSX is a Buy and RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. RMRPX (1.34B). HBLSX (3.18) and RMRPX (3.04) have matching dividends . HBLSX was incepted earlier than RMRPX: HBLSX (15 years) vs RMRPX (10 years). HBLSX (0.96) is less costly to investors than RMRPX (0.63). HBLSX is a more actively managed with annual turnover of: 61.00 vs. RMRPX (12.00). HBLSX has a lower initial minimum investment than RMRPX: HBLSX (0) vs RMRPX (250). RMRPX annual gain was more profitable for investors over the last year : 9.27 vs. HBLSX (3.04). RMRPX return over 5 years is better than : 26.32 vs. HBLSX (18.50).
| HBLSX | RMRPX | HBLSX / RMRPX | |
| Total Expense Ratio | 0.96 | 0.63 | 152% |
| Annual Report Gross Expense Ratio | 0.96 | 0.63 | 152% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 9.172 | 11.577 | 79% |
| 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 | 3.18 | 3.04 | 105% |
| Returns for 1 year | 3.04 | 9.27 | 33% |
| Returns for 3 years | 21.86 | 30.59 | 71% |
| Returns for 5 years | 18.50 | 26.32 | 70% |
| Returns for 10 years | 47.41 | 52.61 | 90% |
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