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FICWX vs HBLRX
FICWX vs HBLRX Comparison
Open Charts FICWX vs HBLRX
American Funds Retire Inc Port-Cnsrv F3
Price$12.77
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets1.35B
Hartford Balanced Income R3
Price$15.15
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.6B
FICWX vs HBLRX Comparison Chart in %
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FICWX vs. HBLRX commentary
Nov 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. FICWX (1.35B). FICWX pays higher dividends than HBLRX: FICWX (3.38) vs HBLRX (2.90). FICWX was incepted earlier than HBLRX: FICWX (9 years) vs HBLRX (16 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 : 10.91 vs. HBLRX (2.45). FICWX return over 5 years is better than : 23.30 vs. HBLRX (10.02).
| 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 | 16 years | - |
| Gain YTD | 11.939 | 8.641 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 11.6B | 12% |
| Annual Yield % from dividends | 3.38 | 2.90 | 117% |
| Returns for 1 year | 10.91 | 2.45 | 446% |
| Returns for 3 years | 26.95 | 13.85 | 195% |
| Returns for 5 years | 23.30 | 10.02 | 233% |
| Returns for 10 years | N/A | 39.64 | - |
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