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HBLRX vs RMRPX
HBLRX vs RMRPX Comparison
Open Charts HBLRX vs RMRPX
Hartford Balanced Income R3
Price$14.93
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
American Funds Retire Inc Port-Cnsrv R4
Price$13.09
Change+$0.27 (+2.11%)
VolumeN/A
Net Assets1.36B
HBLRX vs RMRPX Comparison Chart in %
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HBLRX vs. RMRPX 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 RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. RMRPX (1.36B). RMRPX pays higher dividends than HBLRX: RMRPX (3.13) vs HBLRX (2.82). HBLRX was incepted earlier than RMRPX: HBLRX (16 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: 90.00 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 : 13.04 vs. HBLRX (5.70). RMRPX return over 5 years is better than : 24.38 vs. HBLRX (8.92).
| HBLRX | RMRPX | HBLRX / RMRPX | |
| Total Expense Ratio | 1.28 | 0.63 | 203% |
| Annual Report Gross Expense Ratio | 1.28 | 0.63 | 203% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 1.981 | 1.788 | 111% |
| 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 | 3.13 | 90% |
| Returns for 1 year | 5.70 | 13.04 | 44% |
| Returns for 3 years | 14.29 | 27.63 | 52% |
| Returns for 5 years | 8.92 | 24.38 | 37% |
| Returns for 10 years | 47.10 | 60.10 | 78% |