Interact to see
Advertisement
Advertisement
HBLSX vs RMRPX
HBLSX vs RMRPX Comparison
Open Charts HBLSX vs RMRPX
Hartford Balanced Income R4
Price$15.22
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
HBLSX vs RMRPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLSX 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 HBLSX is a Hold and RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. RMRPX (1.33B). HBLSX (3.17) and RMRPX (3.05) 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 : 8.93 vs. HBLSX (3.08). RMRPX return over 5 years is better than : 24.25 vs. HBLSX (16.02).
| 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 | 8.662 | 10.970 | 79% |
| 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 | 3.17 | 3.05 | 104% |
| Returns for 1 year | 3.08 | 8.93 | 35% |
| Returns for 3 years | 19.11 | 26.95 | 71% |
| Returns for 5 years | 16.02 | 24.25 | 66% |
| Returns for 10 years | 47.64 | 53.30 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement