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FICWX vs HBLIX
FICWX vs HBLIX Comparison
Open Charts FICWX vs HBLIX
American Funds Retire Inc Port-Cnsrv F3
Price$12.72
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income I
Price$15.03
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.89B
FICWX vs HBLIX Comparison Chart in %
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FICWX vs. HBLIX commentary
Oct 10, 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 FICWX is a Hold and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. FICWX (1.34B). HBLIX (3.51) and FICWX (3.39) have matching dividends . FICWX was incepted earlier than HBLIX: FICWX (9 years) vs HBLIX (16 years). HBLIX (0.65) is less costly to investors than FICWX (0.30). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FICWX (12.00). HBLIX has a lower initial minimum investment than FICWX: HBLIX (2000) vs FICWX (1000000). FICWX annual gain was more profitable for investors over the last year : 9.65 vs. HBLIX (3.59). FICWX return over 5 years is better than : 26.08 vs. HBLIX (18.02).
| FICWX | HBLIX | FICWX / HBLIX | |
| Total Expense Ratio | 0.30 | 0.65 | 46% |
| Annual Report Gross Expense Ratio | 0.30 | 0.65 | 46% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 11.500 | 9.344 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 11.9B | 11% |
| Annual Yield % from dividends | 3.39 | 3.51 | 97% |
| Returns for 1 year | 9.65 | 3.59 | 269% |
| Returns for 3 years | 34.94 | 26.63 | 131% |
| Returns for 5 years | 26.08 | 18.02 | 145% |
| Returns for 10 years | N/A | 49.74 | - |
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