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HBLIX vs RARPX
HBLIX vs RARPX Comparison
Open Charts HBLIX vs RARPX
Hartford Balanced Income I
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
American Funds Retire Inc Port-Cnsrv R1
Price$12.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.34B
HBLIX vs RARPX Comparison Chart in %
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HBLIX vs. RARPX commentary
Oct 19, 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 HBLIX is a Hold and RARPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. RARPX (1.34B). HBLIX pays higher dividends than RARPX: HBLIX (3.51) vs RARPX (2.44). HBLIX was incepted earlier than RARPX: HBLIX (16 years) vs RARPX (10 years). RARPX (1.32) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. RARPX (12.00). RARPX has a lower initial minimum investment than HBLIX: RARPX (250) vs HBLIX (2000). RARPX annual gain was more profitable for investors over the last year : 8.49 vs. HBLIX (2.44). RARPX return over 5 years is better than : 20.88 vs. HBLIX (17.32).
| HBLIX | RARPX | HBLIX / RARPX | |
| Total Expense Ratio | 0.65 | 1.32 | 49% |
| Annual Report Gross Expense Ratio | 0.65 | 1.32 | 49% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 8.982 | 11.013 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.34B | 882% |
| Annual Yield % from dividends | 3.51 | 2.44 | 144% |
| Returns for 1 year | 2.44 | 8.49 | 29% |
| Returns for 3 years | 25.08 | 30.53 | 82% |
| Returns for 5 years | 17.32 | 20.88 | 83% |
| Returns for 10 years | 48.34 | 43.22 | 112% |
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