Interact to see
Advertisement
Advertisement
HBLIX vs RMRPX
HBLIX vs RMRPX Comparison
Open Charts HBLIX vs RMRPX
Hartford Balanced Income I
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.63B
American Funds Retire Inc Port-Cnsrv R4
Price$13.09
Change+$0.27 (+2.11%)
VolumeN/A
Net Assets1.36B
HBLIX vs RMRPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. RMRPX commentary
Feb 04, 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 StrongBuy 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 (3.43) vs RMRPX (3.13). 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: 90.00 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 : 13.04 vs. HBLIX (6.32). RMRPX return over 5 years is better than : 24.38 vs. HBLIX (12.28).
| 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 | 2.062 | 1.788 | 115% |
| 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 | 3.43 | 3.13 | 110% |
| Returns for 1 year | 6.32 | 13.04 | 48% |
| Returns for 3 years | 16.39 | 27.63 | 59% |
| Returns for 5 years | 12.28 | 24.38 | 50% |
| Returns for 10 years | 55.14 | 60.10 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers