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HBLTX vs RMRPX
HBLTX vs RMRPX Comparison
Open Charts HBLTX vs RMRPX
Hartford Balanced Income R5
Price$15.44
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets11.72B
American Funds Retire Inc Port-Cnsrv R4
Price$12.97
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets1.36B
HBLTX vs RMRPX Comparison Chart in %
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HBLTX vs. RMRPX commentary
Dec 14, 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 Hold and RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. RMRPX (1.36B). HBLTX pays higher dividends than RMRPX: HBLTX (3.41) vs RMRPX (2.99). HBLTX was incepted earlier than RMRPX: HBLTX (16 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 : 11.26 vs. HBLTX (5.39). RMRPX return over 5 years is better than : 22.46 vs. HBLTX (15.13).
| HBLTX | RMRPX | HBLTX / RMRPX | |
| Total Expense Ratio | 0.66 | 0.63 | 105% |
| Annual Report Gross Expense Ratio | 0.66 | 0.63 | 105% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 11.421 | 13.138 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 1.36B | 860% |
| Annual Yield % from dividends | 3.41 | 2.99 | 114% |
| Returns for 1 year | 5.39 | 11.26 | 48% |
| Returns for 3 years | 17.87 | 26.55 | 67% |
| Returns for 5 years | 15.13 | 22.46 | 67% |
| Returns for 10 years | 56.06 | 55.67 | 101% |
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