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HBLTX vs RJRPX
HBLTX vs RJRPX Comparison
Open Charts HBLTX vs RJRPX
Hartford Balanced Income R5
Price$14.93
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.87B
American Funds Retire Inc Port-Cnsrv R3
Price$12.45
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.29B
HBLTX vs RJRPX Comparison Chart in %
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HBLTX vs. RJRPX commentary
Jul 31, 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 HBLTX is a Buy and RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. RJRPX (1.29B). HBLTX pays higher dividends than RJRPX: HBLTX (3.54) vs RJRPX (2.84). HBLTX was incepted earlier than RJRPX: HBLTX (15 years) vs RJRPX (10 years). RJRPX (0.95) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. RJRPX (12.00). HBLTX has a lower initial minimum investment than RJRPX: HBLTX (0) vs RJRPX (250). RJRPX annual gain was more profitable for investors over the last year : 9.77 vs. HBLTX (4.44). RJRPX return over 5 years is better than : 20.32 vs. HBLTX (15.97).
| HBLTX | RJRPX | HBLTX / RJRPX | |
| Total Expense Ratio | 0.66 | 0.95 | 69% |
| Annual Report Gross Expense Ratio | 0.66 | 0.95 | 69% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 6.467 | 7.943 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 1.29B | 922% |
| Annual Yield % from dividends | 3.54 | 2.84 | 124% |
| Returns for 1 year | 4.44 | 9.77 | 45% |
| Returns for 3 years | 12.81 | 17.45 | 73% |
| Returns for 5 years | 15.97 | 20.32 | 79% |
| Returns for 10 years | 43.63 | N/A | - |