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HBLYX vs RMRPX
HBLYX vs RMRPX Comparison
Open Charts HBLYX vs RMRPX
Hartford Balanced Income Y
Price$15.32
Change-$0.07 (-0.45%)
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
HBLYX vs RMRPX Comparison Chart in %
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HBLYX 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 HBLYX is a Buy and RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. RMRPX (1.36B). HBLYX pays higher dividends than RMRPX: HBLYX (3.44) vs RMRPX (3.03). HBLYX was incepted earlier than RMRPX: HBLYX (19 years) vs RMRPX (10 years). HBLYX (0.67) is less costly to investors than RMRPX (0.63). HBLYX is a more actively managed with annual turnover of: 61.00 vs. RMRPX (12.00). RMRPX has a lower initial minimum investment than HBLYX: RMRPX (250) vs HBLYX (250000). RMRPX annual gain was more profitable for investors over the last year : 10.81 vs. HBLYX (3.59). RMRPX return over 5 years is better than : 23.21 vs. HBLYX (15.01).
| HBLYX | RMRPX | HBLYX / RMRPX | |
| Total Expense Ratio | 0.67 | 0.63 | 106% |
| Annual Report Gross Expense Ratio | 0.67 | 0.63 | 106% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 9.333 | 11.750 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 1.36B | 862% |
| Annual Yield % from dividends | 3.44 | 3.03 | 113% |
| Returns for 1 year | 3.59 | 10.81 | 33% |
| Returns for 3 years | 19.12 | 28.07 | 68% |
| Returns for 5 years | 15.01 | 23.21 | 65% |
| Returns for 10 years | 48.78 | 52.24 | 93% |
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