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HBLTX vs RJRPX
HBLTX vs RJRPX Comparison
Open Charts HBLTX vs RJRPX
Hartford Balanced Income R5
Price$14.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
American Funds Retire Inc Port-Cnsrv R3
Price$11.74
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.21B
HBLTX vs RJRPX Comparison Chart
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HBLTX vs. RJRPX commentary
Apr 18, 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 HBLTX is a Hold and RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.5B vs. RJRPX (1.21B). HBLTX pays higher dividends than RJRPX: HBLTX (3.56) vs RJRPX (3.00). HBLTX was incepted earlier than RJRPX: HBLTX (15 years) vs RJRPX (10 years). RJRPX (0.95) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. RJRPX (12.00). HBLTX has a lower initial minimum investment than RJRPX: HBLTX (0) vs RJRPX (250). RJRPX annual gain was more profitable for investors over the last year : 8.54 vs. HBLTX (4.23). RJRPX return over 5 years is better than : 18.67 vs. HBLTX (16.24).
| HBLTX | RJRPX | HBLTX / RJRPX | |
| Total Expense Ratio | 0.66 | 0.95 | 69% |
| Annual Report Gross Expense Ratio | 0.66 | 0.95 | 69% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 0.010 | 1.123 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 1.21B | 947% |
| Annual Yield % from dividends | 3.56 | 3.00 | 119% |
| Returns for 1 year | 4.23 | 8.54 | 50% |
| Returns for 3 years | 3.97 | 7.11 | 56% |
| Returns for 5 years | 16.24 | 18.67 | 87% |
| Returns for 10 years | 31.84 | N/A | - |
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