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HBLTX vs RROPX
HBLTX vs RROPX Comparison
Open Charts HBLTX vs RROPX
Hartford Balanced Income R5
Price$14.95
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
American Funds Retire Inc Port-Cnsrv R5E
Price$12.55
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.29B
HBLTX vs RROPX Comparison Chart in %
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HBLTX vs. RROPX commentary
Jul 28, 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 RROPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. RROPX (1.29B). HBLTX pays higher dividends than RROPX: HBLTX (3.54) vs RROPX (3.34). HBLTX was incepted earlier than RROPX: HBLTX (15 years) vs RROPX (10 years). HBLTX (0.66) is less costly to investors than RROPX (0.43). HBLTX is a more actively managed with annual turnover of: 61.00 vs. RROPX (12.00). HBLTX has a lower initial minimum investment than RROPX: HBLTX (0) vs RROPX (250). RROPX annual gain was more profitable for investors over the last year : 11.21 vs. HBLTX (5.36). RROPX return over 5 years is better than : 23.80 vs. HBLTX (16.36).
| HBLTX | RROPX | HBLTX / RROPX | |
| Total Expense Ratio | 0.66 | 0.43 | 153% |
| Annual Report Gross Expense Ratio | 0.66 | 0.43 | 153% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 6.610 | 8.434 | 78% |
| 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 | 920% |
| Annual Yield % from dividends | 3.54 | 3.34 | 106% |
| Returns for 1 year | 5.36 | 11.21 | 48% |
| Returns for 3 years | 15.38 | 21.63 | 71% |
| Returns for 5 years | 16.36 | 23.80 | 69% |
| Returns for 10 years | 44.79 | N/A | - |