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HBLSX vs RARPX
HBLSX vs RARPX Comparison
Open Charts HBLSX vs RARPX
Hartford Balanced Income R4
Price$15.13
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
American Funds Retire Inc Port-Cnsrv R1
Price$12.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.34B
HBLSX vs RARPX Comparison Chart in %
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HBLSX vs. RARPX commentary
Oct 19, 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 HBLSX is a Hold and RARPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. RARPX (1.34B). HBLSX pays higher dividends than RARPX: HBLSX (3.18) vs RARPX (2.44). HBLSX was incepted earlier than RARPX: HBLSX (15 years) vs RARPX (10 years). RARPX (1.32) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. RARPX (12.00). HBLSX has a lower initial minimum investment than RARPX: HBLSX (0) vs RARPX (250). RARPX annual gain was more profitable for investors over the last year : 8.49 vs. HBLSX (2.09). RARPX return over 5 years is better than : 20.88 vs. HBLSX (15.53).
| HBLSX | RARPX | HBLSX / RARPX | |
| Total Expense Ratio | 0.96 | 1.32 | 73% |
| Annual Report Gross Expense Ratio | 0.96 | 1.32 | 73% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 8.741 | 11.013 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.34B | 882% |
| Annual Yield % from dividends | 3.18 | 2.44 | 130% |
| Returns for 1 year | 2.09 | 8.49 | 25% |
| Returns for 3 years | 23.89 | 30.53 | 78% |
| Returns for 5 years | 15.53 | 20.88 | 74% |
| Returns for 10 years | 44.51 | 43.22 | 103% |
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