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HBLRX vs PARIX
HBLRX vs PARIX Comparison
Open Charts HBLRX vs PARIX
Hartford Balanced Income R3
Price$14.83
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
T. Rowe Price Retirement Balanced Adv
Price$14.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.2B
HBLRX vs PARIX Comparison Chart in %
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HBLRX vs. PARIX commentary
Dec 28, 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 HBLRX is a StrongBuy and PARIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. PARIX (2.2B). PARIX (2.88) and HBLRX (2.85) have matching dividends . HBLRX was incepted earlier than PARIX: HBLRX (16 years) vs PARIX (22 years). HBLRX (1.28) is less costly to investors than PARIX (0.74). HBLRX is a more actively managed with annual turnover of: 61.00 vs. PARIX (18.60). HBLRX has a lower initial minimum investment than PARIX: HBLRX (0) vs PARIX (2500). PARIX annual gain was more profitable for investors over the last year : 7.99 vs. HBLRX (5.98). HBLRX return over 5 years is better than : 7.97 vs. PARIX (1.34).
| HBLRX | PARIX | HBLRX / PARIX | |
| Total Expense Ratio | 1.28 | 0.74 | 173% |
| Annual Report Gross Expense Ratio | 1.28 | 0.74 | 173% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 6.346 | 7.765 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 2.2B | 531% |
| Annual Yield % from dividends | 2.85 | 2.88 | 99% |
| Returns for 1 year | 5.98 | 7.99 | 75% |
| Returns for 3 years | 16.48 | 27.42 | 60% |
| Returns for 5 years | 7.97 | 1.34 | 597% |
| Returns for 10 years | 40.60 | 18.18 | 223% |
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