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HBLRX vs RJRPX
HBLRX vs RJRPX Comparison
Open Charts HBLRX vs RJRPX
Hartford Balanced Income R3
Price$15.16
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.68B
American Funds Retire Inc Port-Cnsrv R3
Price$12.78
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets1.36B
HBLRX vs RJRPX Comparison Chart in %
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HBLRX vs. RJRPX 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 HBLRX is a Buy and RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. RJRPX (1.36B). HBLRX (2.90) and RJRPX (2.76) have matching dividends . HBLRX was incepted earlier than RJRPX: HBLRX (15 years) vs RJRPX (10 years). HBLRX (1.28) is less costly to investors than RJRPX (0.95). HBLRX is a more actively managed with annual turnover of: 61.00 vs. RJRPX (12.00). HBLRX has a lower initial minimum investment than RJRPX: HBLRX (0) vs RJRPX (250). RJRPX annual gain was more profitable for investors over the last year : 10.47 vs. HBLRX (2.92). RJRPX return over 5 years is better than : 21.40 vs. HBLRX (11.67).
| HBLRX | RJRPX | HBLRX / RJRPX | |
| Total Expense Ratio | 1.28 | 0.95 | 135% |
| Annual Report Gross Expense Ratio | 1.28 | 0.95 | 135% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 8.712 | 11.419 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 1.36B | 862% |
| Annual Yield % from dividends | 2.90 | 2.76 | 105% |
| Returns for 1 year | 2.92 | 10.47 | 28% |
| Returns for 3 years | 16.97 | 26.93 | 63% |
| Returns for 5 years | 11.67 | 21.40 | 55% |
| Returns for 10 years | 40.78 | 48.57 | 84% |
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