Ad is loading...
HBLYX vs RJRPX
HBLYX vs RJRPX Comparison
Open Charts HBLYX vs RJRPX
Hartford Balanced Income Y
Price$14.27
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
HBLYX vs RJRPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLYX 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 HBLYX is a Hold and RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.5B vs. RJRPX (1.21B). HBLYX pays higher dividends than RJRPX: HBLYX (3.53) vs RJRPX (3.00). HBLYX was incepted earlier than RJRPX: HBLYX (19 years) vs RJRPX (10 years). RJRPX (0.95) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. RJRPX (12.00). RJRPX has a lower initial minimum investment than HBLYX: RJRPX (250) vs HBLYX (250000). RJRPX annual gain was more profitable for investors over the last year : 8.54 vs. HBLYX (4.27). RJRPX return over 5 years is better than : 18.67 vs. HBLYX (16.40).
| HBLYX | RJRPX | HBLYX / RJRPX | |
| Total Expense Ratio | 0.67 | 0.95 | 71% |
| Annual Report Gross Expense Ratio | 0.67 | 0.95 | 71% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 0.083 | 1.123 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 1.21B | 947% |
| Annual Yield % from dividends | 3.53 | 3.00 | 118% |
| Returns for 1 year | 4.27 | 8.54 | 50% |
| Returns for 3 years | 4.05 | 7.11 | 57% |
| Returns for 5 years | 16.40 | 18.67 | 88% |
| Returns for 10 years | 32.38 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers