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HBLRX vs RMRPX
HBLRX vs RMRPX Comparison
Open Charts HBLRX vs RMRPX
Hartford Balanced Income R3
Price$15.16
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.68B
American Funds Retire Inc Port-Cnsrv R4
Price$12.88
Change-$0.08 (-0.62%)
VolumeN/A
Net Assets1.36B
HBLRX vs RMRPX Comparison Chart in %
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HBLRX vs. RMRPX 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 RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. RMRPX (1.36B). RMRPX (3.03) and HBLRX (2.90) have matching dividends . 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 : 10.81 vs. HBLRX (2.92). RMRPX return over 5 years is better than : 23.21 vs. HBLRX (11.67).
| 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 | 8.712 | 11.750 | 74% |
| 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 | 3.03 | 95% |
| Returns for 1 year | 2.92 | 10.81 | 27% |
| Returns for 3 years | 16.97 | 28.07 | 60% |
| Returns for 5 years | 11.67 | 23.21 | 50% |
| Returns for 10 years | 40.78 | 52.24 | 78% |
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