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HBLYX vs RJRPX
HBLYX vs RJRPX Comparison
Open Charts HBLYX vs RJRPX
Hartford Balanced Income Y
Price$15.37
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.86B
American Funds Retire Inc Port-Cnsrv R3
Price$12.80
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.34B
HBLYX vs RJRPX Comparison Chart in %
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HBLYX vs. RJRPX commentary
Oct 22, 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 HBLYX is a Hold and RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. RJRPX (1.34B). HBLYX pays higher dividends than RJRPX: HBLYX (3.44) vs RJRPX (2.77). HBLYX was incepted earlier than RJRPX: HBLYX (19 years) vs RJRPX (10 years). RJRPX (0.95) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. RJRPX (12.00). RJRPX has a lower initial minimum investment than HBLYX: RJRPX (250) vs HBLYX (250000). RJRPX annual gain was more profitable for investors over the last year : 9.72 vs. HBLYX (3.79). RJRPX return over 5 years is better than : 24.11 vs. HBLYX (18.90).
| HBLYX | RJRPX | HBLYX / RJRPX | |
| Total Expense Ratio | 0.67 | 0.95 | 71% |
| Annual Report Gross Expense Ratio | 0.67 | 0.95 | 71% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 9.690 | 11.593 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 1.34B | 885% |
| Annual Yield % from dividends | 3.44 | 2.77 | 124% |
| Returns for 1 year | 3.79 | 9.72 | 39% |
| Returns for 3 years | 26.76 | 33.09 | 81% |
| Returns for 5 years | 18.90 | 24.11 | 78% |
| Returns for 10 years | 47.62 | 46.48 | 102% |
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