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HBLSX vs RMRPX
HBLSX vs RMRPX Comparison
Open Charts HBLSX vs RMRPX
Hartford Balanced Income R4
Price$14.94
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
American Funds Retire Inc Port-Cnsrv R4
Price$13.09
Change+$0.27 (+2.11%)
VolumeN/A
Net Assets1.36B
HBLSX vs RMRPX Comparison Chart in %
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HBLSX vs. RMRPX commentary
Feb 04, 2026
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 StrongBuy and RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. RMRPX (1.36B). RMRPX (3.13) and HBLSX (3.11) have matching dividends . HBLSX was incepted earlier than RMRPX: HBLSX (16 years) vs RMRPX (10 years). HBLSX (0.96) is less costly to investors than RMRPX (0.63). HBLSX is a more actively managed with annual turnover of: 90.00 vs. RMRPX (12.00). HBLSX has a lower initial minimum investment than RMRPX: HBLSX (0) vs RMRPX (250). RMRPX annual gain was more profitable for investors over the last year : 13.04 vs. HBLSX (6.02). RMRPX return over 5 years is better than : 24.38 vs. HBLSX (10.62).
| HBLSX | RMRPX | HBLSX / RMRPX | |
| Total Expense Ratio | 0.96 | 0.63 | 152% |
| Annual Report Gross Expense Ratio | 0.96 | 0.63 | 152% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 1.980 | 1.788 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 1.36B | 850% |
| Annual Yield % from dividends | 3.11 | 3.13 | 99% |
| Returns for 1 year | 6.02 | 13.04 | 46% |
| Returns for 3 years | 15.34 | 27.63 | 55% |
| Returns for 5 years | 10.62 | 24.38 | 44% |
| Returns for 10 years | 51.14 | 60.10 | 85% |