HBLIX
Price
$14.93
Change
-$0.01 (-0.07%)
Updated
Aug 15 closing price
Net Assets
11.91B
RMRPX
Price
$12.64
Change
-$0.01 (-0.08%)
Updated
Aug 15 closing price
Net Assets
1.3B
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HBLIX vs RMRPX

Header iconHBLIX vs RMRPX Comparison
Open Charts HBLIX vs RMRPXBanner chart's image
Hartford Balanced Income I
Price$14.93
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.91B
American Funds Retire Inc Port-Cnsrv R4
Price$12.64
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.3B
HBLIX vs RMRPX Comparison Chart in %
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HBLIX vs. RMRPX commentary
Aug 18, 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 StrongBuy and RMRPX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. RMRPX (1.3B). HBLIX pays higher dividends than RMRPX: HBLIX (3.58) vs RMRPX (3.11). HBLIX was incepted earlier than RMRPX: HBLIX (15 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 : 9.31 vs. HBLIX (4.42). RMRPX return over 5 years is better than : 22.34 vs. HBLIX (16.30).
HBLIXRMRPXHBLIX / RMRPX
Total Expense Ratio0.650.63103%
Annual Report Gross Expense Ratio0.650.63103%
Fund Existence15 years10 years-
Gain YTD7.2418.98681%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B1.3B913%
Annual Yield % from dividends3.583.11115%
Returns for 1 year4.429.3147%
Returns for 3 years11.9018.4764%
Returns for 5 years16.3022.3473%
Returns for 10 years44.94N/A-
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