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FICWX vs HBLSX
FICWX vs HBLSX Comparison
Open Charts FICWX vs HBLSX
American Funds Retire Inc Port-Cnsrv F3
Price$12.59
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.31B
Hartford Balanced Income R4
Price$15.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.94B
FICWX vs HBLSX Comparison Chart in %
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FICWX vs. HBLSX commentary
Aug 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 HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. FICWX (1.31B). FICWX pays higher dividends than HBLSX: FICWX (3.47) vs HBLSX (3.24). FICWX was incepted earlier than HBLSX: FICWX (9 years) vs HBLSX (15 years). HBLSX (0.96) is less costly to investors than FICWX (0.30). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FICWX (12.00). HBLSX has a lower initial minimum investment than FICWX: HBLSX (0) vs FICWX (1000000). FICWX annual gain was more profitable for investors over the last year : 8.65 vs. HBLSX (3.01). FICWX return over 5 years is better than : 23.98 vs. HBLSX (15.57).
| FICWX | HBLSX | FICWX / HBLSX | |
| Total Expense Ratio | 0.30 | 0.96 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 0.96 | 31% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 9.577 | 7.736 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 11.9B | 11% |
| Annual Yield % from dividends | 3.47 | 3.24 | 107% |
| Returns for 1 year | 8.65 | 3.01 | 287% |
| Returns for 3 years | 22.59 | 14.69 | 154% |
| Returns for 5 years | 23.98 | 15.57 | 154% |
| Returns for 10 years | N/A | 45.71 | - |
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