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HBLYX vs RMRPX
HBLYX vs RMRPX Comparison
Open Charts HBLYX vs RMRPX
Hartford Balanced Income Y
Price$15.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
American Funds Retire Inc Port-Cnsrv R4
Price$12.64
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.3B
HBLYX vs RMRPX Comparison Chart in %
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HBLYX vs. RMRPX commentary
Aug 17, 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 RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. RMRPX (1.3B). HBLYX pays higher dividends than RMRPX: HBLYX (3.51) vs RMRPX (3.11). 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 : 9.31 vs. HBLYX (4.53). RMRPX return over 5 years is better than : 22.34 vs. HBLYX (16.43).
| 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 | 7.340 | 8.986 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 1.3B | 913% |
| Annual Yield % from dividends | 3.51 | 3.11 | 113% |
| Returns for 1 year | 4.53 | 9.31 | 49% |
| Returns for 3 years | 11.99 | 18.47 | 65% |
| Returns for 5 years | 16.43 | 22.34 | 74% |
| Returns for 10 years | 45.49 | N/A | - |
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