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HBLTX vs RMRPX
HBLTX vs RMRPX Comparison
Open Charts HBLTX vs RMRPX
Hartford Balanced Income R5
Price$15.19
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
American Funds Retire Inc Port-Cnsrv R4
Price$12.88
Change-$0.08 (-0.62%)
VolumeN/A
Net Assets1.36B
HBLTX vs RMRPX Comparison Chart in %
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HBLTX vs. RMRPX commentary
Nov 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 Buy 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 (3.47) vs RMRPX (3.03). 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 : 10.81 vs. HBLTX (3.55). RMRPX return over 5 years is better than : 23.21 vs. HBLTX (14.94).
| 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 | 9.263 | 11.750 | 79% |
| 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 | 862% |
| Annual Yield % from dividends | 3.47 | 3.03 | 114% |
| Returns for 1 year | 3.55 | 10.81 | 33% |
| Returns for 3 years | 19.07 | 28.07 | 68% |
| Returns for 5 years | 14.94 | 23.21 | 64% |
| Returns for 10 years | 48.23 | 52.24 | 92% |
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