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HBLYX vs RJRPX
HBLYX vs RJRPX Comparison
Open Charts HBLYX vs RJRPX
Hartford Balanced Income Y
Price$15.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
American Funds Retire Inc Port-Cnsrv R3
Price$12.70
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets1.31B
HBLYX vs RJRPX Comparison Chart in %
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HBLYX vs. RJRPX commentary
Sep 09, 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 StrongBuy and RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. RJRPX (1.32B). HBLYX pays higher dividends than RJRPX: HBLYX (3.43) vs RJRPX (2.79). 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 : 9.27 vs. HBLYX (4.25). RJRPX return over 5 years is better than : 21.82 vs. HBLYX (17.97).
| 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 | 8.401 | 9.850 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 1.32B | 913% |
| Annual Yield % from dividends | 3.43 | 2.79 | 123% |
| Returns for 1 year | 4.25 | 9.27 | 46% |
| Returns for 3 years | 17.05 | 22.62 | 75% |
| Returns for 5 years | 17.97 | 21.82 | 82% |
| Returns for 10 years | 51.41 | 48.83 | 105% |
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