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HBLYX vs RTRPX
HBLYX vs RTRPX Comparison
Open Charts HBLYX vs RTRPX
Hartford Balanced Income Y
Price$15.32
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets11.68B
American Funds Retire Inc Port-Cnsrv R6
Price$12.80
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets1.36B
HBLYX vs RTRPX Comparison Chart in %
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HBLYX vs. RTRPX 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 RTRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. RTRPX (1.36B). HBLYX (3.44) and RTRPX (3.37) have matching dividends . HBLYX was incepted earlier than RTRPX: HBLYX (19 years) vs RTRPX (10 years). HBLYX (0.67) is less costly to investors than RTRPX (0.30). HBLYX is a more actively managed with annual turnover of: 61.00 vs. RTRPX (12.00). RTRPX has a lower initial minimum investment than HBLYX: RTRPX (250) vs HBLYX (250000). RTRPX annual gain was more profitable for investors over the last year : 11.78 vs. HBLYX (3.59). RTRPX return over 5 years is better than : 25.51 vs. HBLYX (15.01).
| HBLYX | RTRPX | HBLYX / RTRPX | |
| Total Expense Ratio | 0.67 | 0.30 | 223% |
| Annual Report Gross Expense Ratio | 0.67 | 0.30 | 223% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 9.333 | 12.716 | 73% |
| 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 | 3.37 | 102% |
| Returns for 1 year | 3.59 | 11.78 | 30% |
| Returns for 3 years | 19.12 | 29.68 | 64% |
| Returns for 5 years | 15.01 | 25.51 | 59% |
| Returns for 10 years | 48.78 | 56.42 | 86% |
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