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HBLAX vs RJRPX
HBLAX vs RJRPX Comparison
Open Charts HBLAX vs RJRPX
Hartford Balanced Income A
Price$15.12
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.86B
American Funds Retire Inc Port-Cnsrv R3
Price$12.80
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.34B
HBLAX vs RJRPX Comparison Chart in %
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HBLAX vs. RJRPX commentary
Oct 22, 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 HBLAX is a Hold and RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. RJRPX (1.34B). HBLAX pays higher dividends than RJRPX: HBLAX (3.29) vs RJRPX (2.77). HBLAX was incepted earlier than RJRPX: HBLAX (19 years) vs RJRPX (10 years). RJRPX (0.95) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. RJRPX (12.00). RJRPX has a lower initial minimum investment than HBLAX: RJRPX (250) vs HBLAX (2000). RJRPX annual gain was more profitable for investors over the last year : 9.72 vs. HBLAX (3.42). RJRPX return over 5 years is better than : 24.11 vs. HBLAX (17.35).
| HBLAX | RJRPX | HBLAX / RJRPX | |
| Total Expense Ratio | 0.89 | 0.95 | 94% |
| Annual Report Gross Expense Ratio | 0.89 | 0.95 | 94% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 9.374 | 11.593 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 1.34B | 885% |
| Annual Yield % from dividends | 3.29 | 2.77 | 119% |
| Returns for 1 year | 3.42 | 9.72 | 35% |
| Returns for 3 years | 25.69 | 33.09 | 78% |
| Returns for 5 years | 17.35 | 24.11 | 72% |
| Returns for 10 years | 44.01 | 46.48 | 95% |
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