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HBLYX vs RMRPX
HBLYX vs RMRPX Comparison
Open Charts HBLYX vs RMRPX
Hartford Balanced Income Y
Price$15.57
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets11.72B
American Funds Retire Inc Port-Cnsrv R4
Price$12.97
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets1.36B
HBLYX vs RMRPX Comparison Chart in %
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HBLYX vs. RMRPX commentary
Dec 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 Hold 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 (3.38) vs RMRPX (2.99). 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 : 11.26 vs. HBLYX (5.34). RMRPX return over 5 years is better than : 22.46 vs. HBLYX (15.19).
| 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 | 11.403 | 13.138 | 87% |
| 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 | 860% |
| Annual Yield % from dividends | 3.38 | 2.99 | 113% |
| Returns for 1 year | 5.34 | 11.26 | 47% |
| Returns for 3 years | 17.84 | 26.55 | 67% |
| Returns for 5 years | 15.19 | 22.46 | 68% |
| Returns for 10 years | 56.50 | 55.67 | 101% |
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