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HBLRX vs RMRPX
HBLRX vs RMRPX Comparison
Open Charts HBLRX vs RMRPX
Hartford Balanced Income R3
Price$15.40
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets11.72B
American Funds Retire Inc Port-Cnsrv R4
Price$12.97
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets1.36B
HBLRX vs RMRPX Comparison Chart in %
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HBLRX vs. RMRPX commentary
Dec 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 Hold and RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. RMRPX (1.36B). RMRPX (2.99) and HBLRX (2.85) have matching dividends . 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: 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 : 11.26 vs. HBLRX (4.68). RMRPX return over 5 years is better than : 22.46 vs. HBLRX (11.77).
| 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 | 10.720 | 13.138 | 82% |
| 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 | 860% |
| Annual Yield % from dividends | 2.85 | 2.99 | 95% |
| Returns for 1 year | 4.68 | 11.26 | 42% |
| Returns for 3 years | 15.71 | 26.55 | 59% |
| Returns for 5 years | 11.77 | 22.46 | 52% |
| Returns for 10 years | 48.05 | 55.67 | 86% |
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