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FICWX vs HBLRX
FICWX vs HBLRX Comparison
Open Charts FICWX vs HBLRX
American Funds Retire Inc Port-Cnsrv F3
Price$12.72
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets1.34B
Hartford Balanced Income R3
Price$15.12
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.89B
FICWX vs HBLRX Comparison Chart in %
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FICWX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. FICWX (1.34B). FICWX pays higher dividends than HBLRX: FICWX (3.39) vs HBLRX (2.89). 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 : 9.65 vs. HBLRX (2.99). FICWX return over 5 years is better than : 26.08 vs. HBLRX (14.64).
| 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 | 11.500 | 8.856 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 11.9B | 11% |
| Annual Yield % from dividends | 3.39 | 2.89 | 117% |
| Returns for 1 year | 9.65 | 2.99 | 323% |
| Returns for 3 years | 34.94 | 24.39 | 143% |
| Returns for 5 years | 26.08 | 14.64 | 178% |
| Returns for 10 years | N/A | 42.14 | - |
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