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HBLSX vs RMRPX
HBLSX vs RMRPX Comparison
Open Charts HBLSX vs RMRPX
Hartford Balanced Income R4
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
American Funds Retire Inc Port-Cnsrv R4
Price$12.64
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.3B
HBLSX vs RMRPX Comparison Chart in %
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HBLSX vs. RMRPX commentary
Aug 17, 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 RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. RMRPX (1.3B). HBLSX (3.24) and RMRPX (3.11) 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 : 9.31 vs. HBLSX (4.12). RMRPX return over 5 years is better than : 22.34 vs. HBLSX (14.65).
| 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 | 7.094 | 8.986 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 1.3B | 913% |
| Annual Yield % from dividends | 3.24 | 3.11 | 104% |
| Returns for 1 year | 4.12 | 9.31 | 44% |
| Returns for 3 years | 10.88 | 18.47 | 59% |
| Returns for 5 years | 14.65 | 22.34 | 66% |
| Returns for 10 years | 41.39 | N/A | - |
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