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HBLTX vs RARPX
HBLTX vs RARPX Comparison
Open Charts HBLTX vs RARPX
Hartford Balanced Income R5
Price$15.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Retire Inc Port-Cnsrv R1
Price$12.04
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HBLTX vs RARPX Comparison Chart
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HBLTX vs. RARPX commentary
Sep 19, 2024
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 HBLTX is a Buy and RARPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.7B vs. RARPX (1.25B). HBLTX pays higher dividends than RARPX: HBLTX (3.54) vs RARPX (2.35). HBLTX was incepted earlier than RARPX: HBLTX (14 years) vs RARPX (9 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. RARPX (16.00). HBLTX has a lower initial minimum investment than RARPX: HBLTX (0) vs RARPX (250). HBLTX annual gain was more profitable for investors over the last year : 15.02 vs. RARPX (14.06). HBLTX return over 5 years is better than : 18.55 vs. RARPX (16.33).
| HBLTX | RARPX | HBLTX / RARPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 8.693 | 8.179 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 1.25B | 1,020% |
| Annual Yield % from dividends | 3.54 | 2.35 | 151% |
| Returns for 1 year | 15.02 | 14.06 | 107% |
| Returns for 3 years | 1.18 | 2.78 | 42% |
| Returns for 5 years | 18.55 | 16.33 | 114% |
| Returns for 10 years | 41.27 | N/A | - |
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