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HBLIX vs RQRPX
HBLIX vs RQRPX Comparison
Open Charts HBLIX vs RQRPX
Hartford Balanced Income I
Price$14.96
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.92B
American Funds Retire Inc Port-Cnsrv R5
Price$12.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.3B
HBLIX vs RQRPX Comparison Chart in %
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HBLIX vs. RQRPX commentary
Aug 20, 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 RQRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. RQRPX (1.3B). HBLIX (3.58) and RQRPX (3.41) have matching dividends . HBLIX was incepted earlier than RQRPX: HBLIX (15 years) vs RQRPX (10 years). HBLIX (0.65) is less costly to investors than RQRPX (0.35). HBLIX is a more actively managed with annual turnover of: 61.00 vs. RQRPX (12.00). RQRPX has a lower initial minimum investment than HBLIX: RQRPX (250) vs HBLIX (2000). RQRPX annual gain was more profitable for investors over the last year : 8.87 vs. HBLIX (3.86). RQRPX return over 5 years is better than : 23.65 vs. HBLIX (17.16).
| HBLIX | RQRPX | HBLIX / RQRPX | |
| Total Expense Ratio | 0.65 | 0.35 | 186% |
| Annual Report Gross Expense Ratio | 0.65 | 0.35 | 186% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 7.457 | 9.106 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 1.3B | 914% |
| Annual Yield % from dividends | 3.58 | 3.41 | 105% |
| Returns for 1 year | 3.86 | 8.87 | 43% |
| Returns for 3 years | 13.42 | 20.40 | 66% |
| Returns for 5 years | 17.16 | 23.65 | 73% |
| Returns for 10 years | 48.68 | N/A | - |
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