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HBLSX vs RMRPX
HBLSX vs RMRPX Comparison
Open Charts HBLSX vs RMRPX
Hartford Balanced Income R4
Price$15.05
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
American Funds Retire Inc Port-Cnsrv R4
Price$12.80
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.34B
HBLSX vs RMRPX Comparison Chart in %
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HBLSX vs. RMRPX commentary
Nov 20, 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: 11.6B vs. RMRPX (1.34B). HBLSX (3.19) and RMRPX (3.03) 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 : 10.31 vs. HBLSX (2.96). RMRPX return over 5 years is better than : 22.03 vs. HBLSX (12.17).
| 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 | 8.381 | 11.056 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 1.34B | 863% |
| Annual Yield % from dividends | 3.19 | 3.03 | 105% |
| Returns for 1 year | 2.96 | 10.31 | 29% |
| Returns for 3 years | 16.26 | 26.81 | 61% |
| Returns for 5 years | 12.17 | 22.03 | 55% |
| Returns for 10 years | 42.53 | 50.40 | 84% |
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