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FICWX vs HBLRX
FICWX vs HBLRX Comparison
Open Charts FICWX vs HBLRX
American Funds Retire Inc Port-Cnsrv F3
Price$12.78
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.33B
Hartford Balanced Income R3
Price$15.19
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.96B
FICWX vs HBLRX Comparison Chart in %
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FICWX vs. HBLRX commentary
Sep 19, 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. FICWX (1.33B). FICWX pays higher dividends than HBLRX: FICWX (3.40) vs HBLRX (2.88). FICWX was incepted earlier than HBLRX: FICWX (9 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FICWX (0.30). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FICWX (12.00). HBLRX has a lower initial minimum investment than FICWX: HBLRX (0) vs FICWX (1000000). FICWX annual gain was more profitable for investors over the last year : 9.37 vs. HBLRX (2.30). FICWX return over 5 years is better than : 26.39 vs. HBLRX (14.73).
| FICWX | HBLRX | FICWX / HBLRX | |
| Total Expense Ratio | 0.30 | 1.28 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.28 | 23% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 11.230 | 8.222 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 12B | 11% |
| Annual Yield % from dividends | 3.40 | 2.88 | 118% |
| Returns for 1 year | 9.37 | 2.30 | 408% |
| Returns for 3 years | 28.17 | 17.58 | 160% |
| Returns for 5 years | 26.39 | 14.73 | 179% |
| Returns for 10 years | N/A | 43.79 | - |
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