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HBLYX vs RMRPX
HBLYX vs RMRPX Comparison
Open Charts HBLYX vs RMRPX
Hartford Balanced Income Y
Price$15.37
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.98B
American Funds Retire Inc Port-Cnsrv R4
Price$12.89
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.33B
HBLYX vs RMRPX Comparison Chart in %
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HBLYX vs. RMRPX commentary
Sep 16, 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 RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. RMRPX (1.33B). HBLYX pays higher dividends than RMRPX: HBLYX (3.43) vs RMRPX (3.05). HBLYX was incepted earlier than RMRPX: HBLYX (19 years) vs RMRPX (10 years). HBLYX (0.67) is less costly to investors than RMRPX (0.63). HBLYX is a more actively managed with annual turnover of: 61.00 vs. RMRPX (12.00). RMRPX has a lower initial minimum investment than HBLYX: RMRPX (250) vs HBLYX (250000). RMRPX annual gain was more profitable for investors over the last year : 8.93 vs. HBLYX (3.44). RMRPX return over 5 years is better than : 24.25 vs. HBLYX (17.73).
| HBLYX | RMRPX | HBLYX / RMRPX | |
| Total Expense Ratio | 0.67 | 0.63 | 106% |
| Annual Report Gross Expense Ratio | 0.67 | 0.63 | 106% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 8.896 | 10.970 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 1.33B | 904% |
| Annual Yield % from dividends | 3.43 | 3.05 | 112% |
| Returns for 1 year | 3.44 | 8.93 | 38% |
| Returns for 3 years | 20.31 | 26.95 | 75% |
| Returns for 5 years | 17.73 | 24.25 | 73% |
| Returns for 10 years | 51.87 | 53.30 | 97% |
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