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HBLYX vs RTRPX
HBLYX vs RTRPX Comparison
Open Charts HBLYX vs RTRPX
Hartford Balanced Income Y
Price$14.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
American Funds Retire Inc Port-Cnsrv R6
Price$11.75
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.21B
HBLYX vs RTRPX Comparison Chart
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HBLYX vs. RTRPX commentary
Apr 18, 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 RTRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.5B vs. RTRPX (1.21B). RTRPX (3.63) 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 : 9.42 vs. HBLYX (4.27). RTRPX return over 5 years is better than : 21.74 vs. HBLYX (16.40).
| 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 | 0.083 | 1.262 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 1.21B | 947% |
| Annual Yield % from dividends | 3.53 | 3.63 | 97% |
| Returns for 1 year | 4.27 | 9.42 | 45% |
| Returns for 3 years | 4.05 | 8.74 | 46% |
| Returns for 5 years | 16.40 | 21.74 | 75% |
| Returns for 10 years | 32.38 | N/A | - |
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