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HBLCX vs RTRPX
HBLCX vs RTRPX Comparison
Open Charts HBLCX vs RTRPX
Hartford Balanced Income C
Price$14.78
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.68B
American Funds Retire Inc Port-Cnsrv R6
Price$12.80
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets1.36B
HBLCX vs RTRPX Comparison Chart in %
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HBLCX vs. RTRPX 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 HBLCX is a Buy and RTRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. RTRPX (1.36B). RTRPX pays higher dividends than HBLCX: RTRPX (3.37) vs HBLCX (2.59). HBLCX was incepted earlier than RTRPX: HBLCX (19 years) vs RTRPX (10 years). HBLCX (1.64) is less costly to investors than RTRPX (0.30). HBLCX is a more actively managed with annual turnover of: 61.00 vs. RTRPX (12.00). RTRPX has a lower initial minimum investment than HBLCX: RTRPX (250) vs HBLCX (2000). RTRPX annual gain was more profitable for investors over the last year : 11.78 vs. HBLCX (2.37). RTRPX return over 5 years is better than : 25.51 vs. HBLCX (9.27).
| HBLCX | RTRPX | HBLCX / RTRPX | |
| Total Expense Ratio | 1.64 | 0.30 | 547% |
| Annual Report Gross Expense Ratio | 1.64 | 0.30 | 547% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 8.309 | 12.716 | 65% |
| Front Load | N/A | 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 | 2.59 | 3.37 | 77% |
| Returns for 1 year | 2.37 | 11.78 | 20% |
| Returns for 3 years | 15.35 | 29.68 | 52% |
| Returns for 5 years | 9.27 | 25.51 | 36% |
| Returns for 10 years | 35.25 | 56.42 | 62% |
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