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HBLAX vs RMRPX
HBLAX vs RMRPX Comparison
Open Charts HBLAX vs RMRPX
Hartford Balanced Income A
Price$15.07
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
American Funds Retire Inc Port-Cnsrv R4
Price$12.88
Change-$0.08 (-0.62%)
VolumeN/A
Net Assets1.36B
HBLAX vs RMRPX Comparison Chart in %
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HBLAX vs. RMRPX 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 RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. RMRPX (1.36B). HBLAX pays higher dividends than RMRPX: HBLAX (3.29) vs RMRPX (3.03). HBLAX was incepted earlier than RMRPX: HBLAX (19 years) vs RMRPX (10 years). HBLAX (0.89) is less costly to investors than RMRPX (0.63). HBLAX is a more actively managed with annual turnover of: 61.00 vs. RMRPX (12.00). RMRPX has a lower initial minimum investment than HBLAX: RMRPX (250) vs HBLAX (2000). RMRPX annual gain was more profitable for investors over the last year : 10.81 vs. HBLAX (3.28). RMRPX return over 5 years is better than : 23.21 vs. HBLAX (13.61).
| HBLAX | RMRPX | HBLAX / RMRPX | |
| Total Expense Ratio | 0.89 | 0.63 | 141% |
| Annual Report Gross Expense Ratio | 0.89 | 0.63 | 141% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 9.012 | 11.750 | 77% |
| 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 | 3.03 | 108% |
| Returns for 1 year | 3.28 | 10.81 | 30% |
| Returns for 3 years | 18.19 | 28.07 | 65% |
| Returns for 5 years | 13.61 | 23.21 | 59% |
| Returns for 10 years | 45.05 | 52.24 | 86% |
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