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HBLIX vs RMRPX
HBLIX vs RMRPX Comparison
Open Charts HBLIX vs RMRPX
Hartford Balanced Income I
Price$15.09
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.95B
American Funds Retire Inc Port-Cnsrv R4
Price$12.80
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.31B
HBLIX vs RMRPX Comparison Chart in %
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HBLIX vs. RMRPX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. RMRPX (1.32B). HBLIX pays higher dividends than RMRPX: HBLIX (3.50) vs RMRPX (3.05). 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 : 9.87 vs. HBLIX (4.20). RMRPX return over 5 years is better than : 23.89 vs. HBLIX (17.94).
| 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 | 8.391 | 10.366 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 1.32B | 913% |
| Annual Yield % from dividends | 3.50 | 3.05 | 115% |
| Returns for 1 year | 4.20 | 9.87 | 43% |
| Returns for 3 years | 17.11 | 23.90 | 72% |
| Returns for 5 years | 17.94 | 23.89 | 75% |
| Returns for 10 years | 51.01 | 52.93 | 96% |
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