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HBLSX vs RJRPX
HBLSX vs RJRPX Comparison
Open Charts HBLSX vs RJRPX
Hartford Balanced Income R4
Price$15.22
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.85B
American Funds Retire Inc Port-Cnsrv R3
Price$12.80
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.34B
HBLSX vs RJRPX Comparison Chart in %
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HBLSX vs. RJRPX commentary
Oct 22, 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 RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. RJRPX (1.34B). HBLSX pays higher dividends than RJRPX: HBLSX (3.18) vs RJRPX (2.77). HBLSX was incepted earlier than RJRPX: HBLSX (15 years) vs RJRPX (10 years). HBLSX (0.96) and RJRPX (0.95) have similar cost to investors . HBLSX is a more actively managed with annual turnover of: 61.00 vs. RJRPX (12.00). HBLSX has a lower initial minimum investment than RJRPX: HBLSX (0) vs RJRPX (250). RJRPX annual gain was more profitable for investors over the last year : 9.72 vs. HBLSX (3.37). RJRPX return over 5 years is better than : 24.11 vs. HBLSX (17.07).
| HBLSX | RJRPX | HBLSX / RJRPX | |
| Total Expense Ratio | 0.96 | 0.95 | 101% |
| Annual Report Gross Expense Ratio | 0.96 | 0.95 | 101% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 9.387 | 11.593 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 1.34B | 885% |
| Annual Yield % from dividends | 3.18 | 2.77 | 115% |
| Returns for 1 year | 3.37 | 9.72 | 35% |
| Returns for 3 years | 25.56 | 33.09 | 77% |
| Returns for 5 years | 17.07 | 24.11 | 71% |
| Returns for 10 years | 43.43 | 46.48 | 93% |
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