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HBLIX vs RMRPX
HBLIX vs RMRPX Comparison
Open Charts HBLIX vs RMRPX
Hartford Balanced Income I
Price$15.08
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
American Funds Retire Inc Port-Cnsrv R4
Price$12.88
Change-$0.08 (-0.62%)
VolumeN/A
Net Assets1.36B
HBLIX vs RMRPX Comparison Chart in %
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HBLIX vs. RMRPX commentary
Nov 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 HBLIX is a Buy and RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. RMRPX (1.36B). HBLIX pays higher dividends than RMRPX: HBLIX (3.51) vs RMRPX (3.03). 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 : 10.81 vs. HBLIX (3.52). RMRPX return over 5 years is better than : 23.21 vs. HBLIX (14.95).
| 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 | 9.272 | 11.750 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 1.36B | 862% |
| Annual Yield % from dividends | 3.51 | 3.03 | 116% |
| Returns for 1 year | 3.52 | 10.81 | 33% |
| Returns for 3 years | 19.04 | 28.07 | 68% |
| Returns for 5 years | 14.95 | 23.21 | 64% |
| Returns for 10 years | 48.29 | 52.24 | 92% |
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