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HBLIX vs RMRPX
HBLIX vs RMRPX Comparison
Open Charts HBLIX vs RMRPX
Hartford Balanced Income I
Price$14.80
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.65B
American Funds Retire Inc Port-Cnsrv R4
Price$13.03
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets1.36B
HBLIX vs RMRPX Comparison Chart in %
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HBLIX vs. RMRPX 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 HBLIX is a Hold and RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. RMRPX (1.36B). HBLIX pays higher dividends than RMRPX: HBLIX (3.49) vs RMRPX (3.18). HBLIX was incepted earlier than RMRPX: HBLIX (16 years) vs RMRPX (10 years). HBLIX (0.65) and RMRPX (0.63) have similar cost to investors . HBLIX is a more actively managed with annual turnover of: 61.00 vs. RMRPX (12.00). RMRPX has a lower initial minimum investment than HBLIX: RMRPX (250) vs HBLIX (2000). RMRPX annual gain was more profitable for investors over the last year : 15.43 vs. HBLIX (8.30). RMRPX return over 5 years is better than : 23.42 vs. HBLIX (10.88).
| HBLIX | RMRPX | HBLIX / RMRPX | |
| Total Expense Ratio | 0.65 | 0.63 | 103% |
| Annual Report Gross Expense Ratio | 0.65 | 0.63 | 103% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 1.237 | 1.166 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 1.36B | 850% |
| Annual Yield % from dividends | 3.49 | 3.18 | 110% |
| Returns for 1 year | 8.30 | 15.43 | 54% |
| Returns for 3 years | 15.61 | 26.96 | 58% |
| Returns for 5 years | 10.88 | 23.42 | 46% |
| Returns for 10 years | 55.49 | 61.41 | 90% |
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