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HBLTX vs RTRPX
HBLTX vs RTRPX Comparison
Open Charts HBLTX vs RTRPX
Hartford Balanced Income R5
Price$14.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
American Funds Retire Inc Port-Cnsrv R6
Price$11.75
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.21B
HBLTX vs RTRPX Comparison Chart
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HBLTX vs. RTRPX 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 RTRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.5B vs. RTRPX (1.21B). RTRPX (3.63) and HBLTX (3.56) have matching dividends . HBLTX was incepted earlier than RTRPX: HBLTX (15 years) vs RTRPX (10 years). HBLTX (0.66) is less costly to investors than RTRPX (0.30). HBLTX is a more actively managed with annual turnover of: 61.00 vs. RTRPX (12.00). HBLTX has a lower initial minimum investment than RTRPX: HBLTX (0) vs RTRPX (250). RTRPX annual gain was more profitable for investors over the last year : 9.32 vs. HBLTX (4.23). RTRPX return over 5 years is better than : 21.84 vs. HBLTX (16.24).
| HBLTX | RTRPX | HBLTX / RTRPX | |
| Total Expense Ratio | 0.66 | 0.30 | 220% |
| Annual Report Gross Expense Ratio | 0.66 | 0.30 | 220% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 0.010 | 1.348 | 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 | 3.63 | 98% |
| Returns for 1 year | 4.23 | 9.32 | 45% |
| Returns for 3 years | 3.97 | 8.92 | 44% |
| Returns for 5 years | 16.24 | 21.84 | 74% |
| Returns for 10 years | 31.84 | N/A | - |
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