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HBLYX vs RTRPX
HBLYX vs RTRPX Comparison
Open Charts HBLYX vs RTRPX
Hartford Balanced Income Y
Price$14.77
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.74B
American Funds Retire Inc Port-Cnsrv R6
Price$12.23
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.27B
HBLYX vs RTRPX Comparison Chart
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HBLYX vs. RTRPX commentary
Jun 07, 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 RTRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. RTRPX (1.27B). RTRPX (3.56) and HBLYX (3.53) have matching dividends . HBLYX was incepted earlier than RTRPX: HBLYX (19 years) vs RTRPX (10 years). HBLYX (0.67) is less costly to investors than RTRPX (0.30). HBLYX is a more actively managed with annual turnover of: 61.00 vs. RTRPX (12.00). RTRPX has a lower initial minimum investment than HBLYX: RTRPX (250) vs HBLYX (250000). RTRPX annual gain was more profitable for investors over the last year : 9.94 vs. HBLYX (3.82). RTRPX return over 5 years is better than : 21.75 vs. HBLYX (13.34).
| HBLYX | RTRPX | HBLYX / RTRPX | |
| Total Expense Ratio | 0.67 | 0.30 | 223% |
| Annual Report Gross Expense Ratio | 0.67 | 0.30 | 223% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 3.380 | 5.489 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 1.27B | 921% |
| Annual Yield % from dividends | 3.53 | 3.56 | 99% |
| Returns for 1 year | 3.82 | 9.94 | 38% |
| Returns for 3 years | 8.25 | 14.82 | 56% |
| Returns for 5 years | 13.34 | 21.75 | 61% |
| Returns for 10 years | 39.66 | N/A | - |
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