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HBLTX vs RMRPX
HBLTX vs RMRPX Comparison
Open Charts HBLTX vs RMRPX
Hartford Balanced Income R5
Price$14.97
Change-$0.18 (-1.19%)
VolumeN/A
Net Assets11.64B
American Funds Retire Inc Port-Cnsrv R4
Price$13.09
Change+$0.27 (+2.11%)
VolumeN/A
Net Assets1.36B
HBLTX vs RMRPX Comparison Chart in %
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HBLTX 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 HBLTX is a StrongBuy and RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.6B vs. RMRPX (1.36B). HBLTX pays higher dividends than RMRPX: HBLTX (3.38) vs RMRPX (3.13). 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: 90.00 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 : 13.04 vs. HBLTX (6.33). RMRPX return over 5 years is better than : 24.38 vs. HBLTX (12.36).
| 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 | 2.115 | 1.788 | 118% |
| 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 | 3.38 | 3.13 | 108% |
| Returns for 1 year | 6.33 | 13.04 | 49% |
| Returns for 3 years | 16.44 | 27.63 | 59% |
| Returns for 5 years | 12.36 | 24.38 | 51% |
| Returns for 10 years | 55.14 | 60.10 | 92% |
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