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FICWX vs HBLRX
FICWX vs HBLRX Comparison
Open Charts FICWX vs HBLRX
American Funds Retire Inc Port-Cnsrv F3
Price$12.38
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets1.29B
Hartford Balanced Income R3
Price$14.78
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.84B
FICWX vs HBLRX Comparison Chart in %
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FICWX vs. HBLRX commentary
Jul 01, 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: 11.8B vs. FICWX (1.29B). FICWX pays higher dividends than HBLRX: FICWX (3.57) vs HBLRX (2.96). FICWX was incepted earlier than HBLRX: FICWX (8 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 : 11.80 vs. HBLRX (5.32). FICWX return over 5 years is better than : 25.27 vs. HBLRX (15.26).
| FICWX | HBLRX | FICWX / HBLRX | |
| Total Expense Ratio | 0.30 | 1.28 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.28 | 23% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 7.314 | 4.733 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 11.8B | 11% |
| Annual Yield % from dividends | 3.57 | 2.96 | 121% |
| Returns for 1 year | 11.80 | 5.32 | 222% |
| Returns for 3 years | 21.45 | 13.63 | 157% |
| Returns for 5 years | 25.27 | 15.26 | 166% |
| Returns for 10 years | N/A | 35.51 | - |
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