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HBLAX vs RJRPX
HBLAX vs RJRPX Comparison
Open Charts HBLAX vs RJRPX
Hartford Balanced Income A
Price$15.07
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
American Funds Retire Inc Port-Cnsrv R3
Price$12.78
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets1.36B
HBLAX vs RJRPX Comparison Chart in %
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HBLAX vs. RJRPX commentary
Nov 14, 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 Buy and RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. RJRPX (1.36B). HBLAX pays higher dividends than RJRPX: HBLAX (3.29) vs RJRPX (2.76). 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 : 10.98 vs. HBLAX (3.28). RJRPX return over 5 years is better than : 22.07 vs. HBLAX (13.61).
| 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 | 9.012 | 12.029 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 1.36B | 862% |
| Annual Yield % from dividends | 3.29 | 2.76 | 119% |
| Returns for 1 year | 3.28 | 10.98 | 30% |
| Returns for 3 years | 18.19 | 27.27 | 67% |
| Returns for 5 years | 13.61 | 22.07 | 62% |
| Returns for 10 years | 45.05 | 50.12 | 90% |
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