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HBLTX vs RMRPX
HBLTX vs RMRPX Comparison
Open Charts HBLTX vs RMRPX
Hartford Balanced Income R5
Price$14.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
American Funds Retire Inc Port-Cnsrv R4
Price$12.51
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.29B
HBLTX vs RMRPX Comparison Chart in %
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HBLTX vs. RMRPX commentary
Jul 08, 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 RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. RMRPX (1.29B). HBLTX pays higher dividends than RMRPX: HBLTX (3.54) vs RMRPX (3.11). HBLTX was incepted earlier than RMRPX: HBLTX (15 years) vs RMRPX (10 years). HBLTX (0.66) and RMRPX (0.63) have similar cost to investors . HBLTX is a more actively managed with annual turnover of: 61.00 vs. RMRPX (12.00). HBLTX has a lower initial minimum investment than RMRPX: HBLTX (0) vs RMRPX (250). RMRPX annual gain was more profitable for investors over the last year : 11.65 vs. HBLTX (6.97). RMRPX return over 5 years is better than : 24.17 vs. HBLTX (19.41).
| HBLTX | RMRPX | HBLTX / RMRPX | |
| Total Expense Ratio | 0.66 | 0.63 | 105% |
| Annual Report Gross Expense Ratio | 0.66 | 0.63 | 105% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 6.253 | 7.866 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 1.29B | 928% |
| Annual Yield % from dividends | 3.54 | 3.11 | 114% |
| Returns for 1 year | 6.97 | 11.65 | 60% |
| Returns for 3 years | 17.02 | 21.10 | 81% |
| Returns for 5 years | 19.41 | 24.17 | 80% |
| Returns for 10 years | 44.20 | N/A | - |