Interact to see
Advertisement
Advertisement
HBLCX vs RARPX
HBLCX vs RARPX Comparison
Open Charts HBLCX vs RARPX
Hartford Balanced Income C
Price$14.43
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
American Funds Retire Inc Port-Cnsrv R1
Price$12.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.36B
HBLCX vs RARPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLCX vs. RARPX commentary
Jan 15, 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 HBLCX is a Hold and RARPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. RARPX (1.36B). RARPX (2.57) and HBLCX (2.55) have matching dividends . HBLCX was incepted earlier than RARPX: HBLCX (19 years) vs RARPX (10 years). HBLCX (1.64) is less costly to investors than RARPX (1.32). HBLCX is a more actively managed with annual turnover of: 61.00 vs. RARPX (12.00). RARPX has a lower initial minimum investment than HBLCX: RARPX (250) vs HBLCX (2000). RARPX annual gain was more profitable for investors over the last year : 14.59 vs. HBLCX (7.05). RARPX return over 5 years is better than : 19.58 vs. HBLCX (5.18).
| HBLCX | RARPX | HBLCX / RARPX | |
| Total Expense Ratio | 1.64 | 1.32 | 124% |
| Annual Report Gross Expense Ratio | 1.64 | 1.32 | 124% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 1.192 | 1.101 | 108% |
| Front Load | N/A | 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 | 2.55 | 2.57 | 99% |
| Returns for 1 year | 7.05 | 14.59 | 48% |
| Returns for 3 years | 11.97 | 24.30 | 49% |
| Returns for 5 years | 5.18 | 19.58 | 26% |
| Returns for 10 years | 41.55 | 52.46 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement