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HBLYX vs RMRPX
HBLYX vs RMRPX Comparison
Open Charts HBLYX vs RMRPX
Hartford Balanced Income Y
Price$15.20
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
American Funds Retire Inc Port-Cnsrv R4
Price$12.80
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.34B
HBLYX vs RMRPX Comparison Chart in %
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HBLYX vs. RMRPX commentary
Nov 20, 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: 11.6B vs. RMRPX (1.34B). HBLYX pays higher dividends than RMRPX: HBLYX (3.44) vs RMRPX (3.03). 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 : 10.31 vs. HBLYX (3.31). RMRPX return over 5 years is better than : 22.03 vs. HBLYX (13.89).
| 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 | 8.691 | 11.056 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 1.34B | 863% |
| Annual Yield % from dividends | 3.44 | 3.03 | 113% |
| Returns for 1 year | 3.31 | 10.31 | 32% |
| Returns for 3 years | 17.36 | 26.81 | 65% |
| Returns for 5 years | 13.89 | 22.03 | 63% |
| Returns for 10 years | 46.70 | 50.40 | 93% |
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