FICWX
Price
$12.46
Change
+$0.01 (+0.08%)
Updated
Jul 25 closing price
Net Assets
1.29B
HBLRX
Price
$14.92
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.9B
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FICWX vs HBLRX

Header iconFICWX vs HBLRX Comparison
Open Charts FICWX vs HBLRXBanner chart's image
American Funds Retire Inc Port-Cnsrv F3
Price$12.46
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.29B
Hartford Balanced Income R3
Price$14.92
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.9B
FICWX vs HBLRX Comparison Chart in %
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FICWX vs. HBLRX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. FICWX (1.29B). FICWX pays higher dividends than HBLRX: FICWX (3.47) vs HBLRX (2.94). 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 : 11.32 vs. HBLRX (4.44). FICWX return over 5 years is better than : 24.29 vs. HBLRX (12.84).
FICWXHBLRXFICWX / HBLRX
Total Expense Ratio0.301.2823%
Annual Report Gross Expense Ratio0.301.2823%
Fund Existence9 years15 years-
Gain YTD8.4456.014140%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.29B11.9B11%
Annual Yield % from dividends3.472.94118%
Returns for 1 year11.324.44255%
Returns for 3 years21.8613.11167%
Returns for 5 years24.2912.84189%
Returns for 10 yearsN/A37.27-
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