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HBLRX vs RQRPX
HBLRX vs RQRPX Comparison
Open Charts HBLRX vs RQRPX
Hartford Balanced Income R3
Price$15.04
Change-$0.05 (-0.33%)
VolumeN/A
Net Assets11.76B
American Funds Retire Inc Port-Cnsrv R5
Price$12.68
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets1.32B
HBLRX vs RQRPX Comparison Chart in %
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HBLRX vs. RQRPX commentary
Sep 28, 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 RQRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. RQRPX (1.32B). RQRPX pays higher dividends than HBLRX: RQRPX (3.35) vs HBLRX (2.88). HBLRX was incepted earlier than RQRPX: HBLRX (15 years) vs RQRPX (10 years). HBLRX (1.28) is less costly to investors than RQRPX (0.35). HBLRX is a more actively managed with annual turnover of: 61.00 vs. RQRPX (12.00). HBLRX has a lower initial minimum investment than RQRPX: HBLRX (0) vs RQRPX (250). RQRPX annual gain was more profitable for investors over the last year : 8.34 vs. HBLRX (1.57). RQRPX return over 5 years is better than : 27.11 vs. HBLRX (16.28).
| HBLRX | RQRPX | HBLRX / RQRPX | |
| Total Expense Ratio | 1.28 | 0.35 | 366% |
| Annual Report Gross Expense Ratio | 1.28 | 0.35 | 366% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 7.852 | 11.005 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.32B | 893% |
| Annual Yield % from dividends | 2.88 | 3.35 | 86% |
| Returns for 1 year | 1.57 | 8.34 | 19% |
| Returns for 3 years | 23.82 | 33.93 | 70% |
| Returns for 5 years | 16.28 | 27.11 | 60% |
| Returns for 10 years | 45.68 | 57.30 | 80% |
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