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HBLRX vs RJRPX
HBLRX vs RJRPX Comparison
Open Charts HBLRX vs RJRPX
Hartford Balanced Income R3
Price$14.93
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
American Funds Retire Inc Port-Cnsrv R3
Price$12.99
Change+$0.27 (+2.12%)
VolumeN/A
Net Assets1.36B
HBLRX vs RJRPX Comparison Chart in %
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HBLRX vs. RJRPX commentary
Feb 04, 2026
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 RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. RJRPX (1.36B). RJRPX (2.87) and HBLRX (2.82) have matching dividends . HBLRX was incepted earlier than RJRPX: HBLRX (16 years) vs RJRPX (10 years). HBLRX (1.28) is less costly to investors than RJRPX (0.96). HBLRX is a more actively managed with annual turnover of: 90.00 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 : 12.54 vs. HBLRX (5.41). RJRPX return over 5 years is better than : 23.18 vs. HBLRX (9.61).
| HBLRX | RJRPX | HBLRX / RJRPX | |
| Total Expense Ratio | 1.28 | 0.95 | 135% |
| Annual Report Gross Expense Ratio | 1.28 | 0.96 | 133% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 1.844 | 1.803 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 1.36B | 850% |
| Annual Yield % from dividends | 2.82 | 2.87 | 98% |
| Returns for 1 year | 5.41 | 12.54 | 43% |
| Returns for 3 years | 14.14 | 26.47 | 53% |
| Returns for 5 years | 9.61 | 23.18 | 41% |
| Returns for 10 years | 46.91 | 55.85 | 84% |
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