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HBLAX vs RJRPX
HBLAX vs RJRPX Comparison
Open Charts HBLAX vs RJRPX
Hartford Balanced Income A
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.63B
American Funds Retire Inc Port-Cnsrv R3
Price$12.99
Change+$0.27 (+2.12%)
VolumeN/A
Net Assets1.36B
HBLAX vs RJRPX Comparison Chart in %
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HBLAX vs. RJRPX commentary
Feb 04, 2026
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 StrongBuy and RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. RJRPX (1.36B). HBLAX pays higher dividends than RJRPX: HBLAX (3.21) vs RJRPX (2.87). HBLAX was incepted earlier than RJRPX: HBLAX (20 years) vs RJRPX (10 years). RJRPX (0.96) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 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 : 12.54 vs. HBLAX (5.86). RJRPX return over 5 years is better than : 23.18 vs. HBLAX (11.73).
| HBLAX | RJRPX | HBLAX / RJRPX | |
| Total Expense Ratio | 0.89 | 0.95 | 94% |
| Annual Report Gross Expense Ratio | 0.89 | 0.96 | 93% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 1.924 | 1.803 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 1.36B | 850% |
| Annual Yield % from dividends | 3.21 | 2.87 | 112% |
| Returns for 1 year | 5.86 | 12.54 | 47% |
| Returns for 3 years | 15.49 | 26.47 | 59% |
| Returns for 5 years | 11.73 | 23.18 | 51% |
| Returns for 10 years | 51.60 | 55.85 | 92% |
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