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HBLRX vs RJRPX
HBLRX vs RJRPX Comparison
Open Charts HBLRX vs RJRPX
Hartford Balanced Income R3
Price$15.21
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.85B
American Funds Retire Inc Port-Cnsrv R3
Price$12.80
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.34B
HBLRX vs RJRPX Comparison Chart in %
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HBLRX vs. RJRPX commentary
Oct 22, 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 Hold and RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. RJRPX (1.34B). HBLRX (2.89) and RJRPX (2.77) 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 : 9.72 vs. HBLRX (3.06). RJRPX return over 5 years is better than : 24.11 vs. HBLRX (15.32).
| 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 | 9.071 | 11.593 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 1.34B | 885% |
| Annual Yield % from dividends | 2.89 | 2.77 | 104% |
| Returns for 1 year | 3.06 | 9.72 | 31% |
| Returns for 3 years | 24.36 | 33.09 | 74% |
| Returns for 5 years | 15.32 | 24.11 | 64% |
| Returns for 10 years | 39.68 | 46.48 | 85% |
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