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HBLVX vs RJRPX
HBLVX vs RJRPX Comparison
Open Charts HBLVX vs RJRPX
Hartford Balanced Income R6
Price$15.09
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.63B
American Funds Retire Inc Port-Cnsrv R3
Price$12.99
Change+$0.27 (+2.12%)
VolumeN/A
Net Assets1.36B
HBLVX vs RJRPX Comparison Chart in %
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HBLVX vs. RJRPX 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 HBLVX is a StrongBuy and RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.6B vs. RJRPX (1.36B). HBLVX pays higher dividends than RJRPX: HBLVX (3.46) vs RJRPX (2.87). HBLVX was incepted earlier than RJRPX: HBLVX (11 years) vs RJRPX (10 years). RJRPX (0.96) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 90.00 vs. RJRPX (12.00). HBLVX has a lower initial minimum investment than RJRPX: HBLVX (0) vs RJRPX (250). RJRPX annual gain was more profitable for investors over the last year : 12.54 vs. HBLVX (6.25). RJRPX return over 5 years is better than : 23.18 vs. HBLVX (13.72).
| HBLVX | RJRPX | HBLVX / RJRPX | |
| Total Expense Ratio | 0.56 | 0.95 | 59% |
| Annual Report Gross Expense Ratio | 0.56 | 0.96 | 58% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 1.962 | 1.803 | 109% |
| 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 | 3.46 | 2.87 | 120% |
| Returns for 1 year | 6.25 | 12.54 | 50% |
| Returns for 3 years | 16.67 | 26.47 | 63% |
| Returns for 5 years | 13.72 | 23.18 | 59% |
| Returns for 10 years | 56.53 | 55.85 | 101% |
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