FICWX
Price
$12.38
Change
+$0.05 (+0.41%)
Updated
Jun 30 closing price
Net Assets
1.29B
HBLTX
Price
$14.80
Change
+$0.07 (+0.48%)
Updated
Jun 30 closing price
Net Assets
11.84B
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FICWX vs HBLTX

Header iconFICWX vs HBLTX Comparison
Open Charts FICWX vs HBLTXBanner chart's image
American Funds Retire Inc Port-Cnsrv F3
Price$12.38
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets1.29B
Hartford Balanced Income R5
Price$14.80
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.84B
FICWX vs HBLTX Comparison Chart in %
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FICWX vs. HBLTX 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 HBLTX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. FICWX (1.29B). FICWX (3.57) and HBLTX (3.56) have matching dividends . FICWX was incepted earlier than HBLTX: FICWX (8 years) vs HBLTX (15 years). HBLTX (0.66) is less costly to investors than FICWX (0.30). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FICWX (12.00). HBLTX has a lower initial minimum investment than FICWX: HBLTX (0) vs FICWX (1000000). FICWX annual gain was more profitable for investors over the last year : 11.80 vs. HBLTX (5.97). FICWX return over 5 years is better than : 25.27 vs. HBLTX (18.54).
FICWXHBLTXFICWX / HBLTX
Total Expense Ratio0.300.6645%
Annual Report Gross Expense Ratio0.300.6645%
Fund Existence8 years15 years-
Gain YTD7.3145.041145%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.29B11.8B11%
Annual Yield % from dividends3.573.56100%
Returns for 1 year11.805.97198%
Returns for 3 years21.4515.69137%
Returns for 5 years25.2718.54136%
Returns for 10 yearsN/A42.56-
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