Interact to see
Advertisement
Advertisement
HBLRX vs RMRPX
HBLRX vs RMRPX Comparison
Open Charts HBLRX vs RMRPX
Hartford Balanced Income R3
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
American Funds Retire Inc Port-Cnsrv R4
Price$12.64
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.3B
HBLRX vs RMRPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLRX vs. RMRPX commentary
Aug 18, 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 RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. RMRPX (1.3B). RMRPX pays higher dividends than HBLRX: RMRPX (3.11) vs HBLRX (2.94). HBLRX was incepted earlier than RMRPX: HBLRX (15 years) vs RMRPX (10 years). HBLRX (1.28) is less costly to investors than RMRPX (0.63). HBLRX is a more actively managed with annual turnover of: 61.00 vs. RMRPX (12.00). HBLRX has a lower initial minimum investment than RMRPX: HBLRX (0) vs RMRPX (250). RMRPX annual gain was more profitable for investors over the last year : 9.31 vs. HBLRX (3.79). RMRPX return over 5 years is better than : 22.34 vs. HBLRX (13.07).
| HBLRX | RMRPX | HBLRX / RMRPX | |
| Total Expense Ratio | 1.28 | 0.63 | 203% |
| Annual Report Gross Expense Ratio | 1.28 | 0.63 | 203% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 6.869 | 8.986 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 1.3B | 913% |
| Annual Yield % from dividends | 2.94 | 3.11 | 95% |
| Returns for 1 year | 3.79 | 9.31 | 41% |
| Returns for 3 years | 9.90 | 18.47 | 54% |
| Returns for 5 years | 13.07 | 22.34 | 58% |
| Returns for 10 years | 37.76 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement