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HBLFX vs RMRPX
HBLFX vs RMRPX Comparison
Open Charts HBLFX vs RMRPX
Hartford Balanced Income F
Price$15.34
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets11.72B
American Funds Retire Inc Port-Cnsrv R4
Price$12.97
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets1.36B
HBLFX vs RMRPX Comparison Chart in %
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HBLFX vs. RMRPX commentary
Dec 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 HBLFX is a Hold and RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.7B vs. RMRPX (1.36B). HBLFX pays higher dividends than RMRPX: HBLFX (3.53) vs RMRPX (2.99). HBLFX was incepted earlier than RMRPX: HBLFX (9 years) vs RMRPX (10 years). RMRPX (0.63) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. RMRPX (12.00). RMRPX has a lower initial minimum investment than HBLFX: RMRPX (250) vs HBLFX (1000000). RMRPX annual gain was more profitable for investors over the last year : 11.26 vs. HBLFX (5.40). RMRPX return over 5 years is better than : 22.46 vs. HBLFX (15.60).
| HBLFX | RMRPX | HBLFX / RMRPX | |
| Total Expense Ratio | 0.56 | 0.63 | 89% |
| Annual Report Gross Expense Ratio | 0.56 | 0.63 | 89% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 11.521 | 13.138 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 1.36B | 860% |
| Annual Yield % from dividends | 3.53 | 2.99 | 118% |
| Returns for 1 year | 5.40 | 11.26 | 48% |
| Returns for 3 years | 18.12 | 26.55 | 68% |
| Returns for 5 years | 15.60 | 22.46 | 69% |
| Returns for 10 years | N/A | 55.67 | - |
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