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HBLRX vs RQRPX
HBLRX vs RQRPX Comparison
Open Charts HBLRX vs RQRPX
Hartford Balanced Income R3
Price$15.03
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
American Funds Retire Inc Port-Cnsrv R5
Price$12.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.3B
HBLRX vs RQRPX Comparison Chart in %
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HBLRX vs. RQRPX commentary
Aug 20, 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: 11.9B vs. RQRPX (1.3B). RQRPX pays higher dividends than HBLRX: RQRPX (3.41) vs HBLRX (2.94). 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 : 8.87 vs. HBLRX (3.17). RQRPX return over 5 years is better than : 23.65 vs. HBLRX (13.75).
| 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 | 7.011 | 9.106 | 77% |
| 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 | 914% |
| Annual Yield % from dividends | 2.94 | 3.41 | 86% |
| Returns for 1 year | 3.17 | 8.87 | 36% |
| Returns for 3 years | 11.31 | 20.40 | 55% |
| Returns for 5 years | 13.75 | 23.65 | 58% |
| Returns for 10 years | 41.32 | N/A | - |
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