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FICWX vs HBLTX
FICWX vs HBLTX Comparison
Open Charts FICWX vs HBLTX
American Funds Retire Inc Port-Cnsrv F3
Price$12.22
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.27B
Hartford Balanced Income R5
Price$14.65
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.74B
FICWX vs HBLTX Comparison Chart
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FICWX vs. HBLTX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. FICWX (1.27B). 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 : 9.95 vs. HBLTX (3.79). FICWX return over 5 years is better than : 21.88 vs. HBLTX (13.25).
| FICWX | HBLTX | FICWX / HBLTX | |
| Total Expense Ratio | 0.30 | 0.66 | 45% |
| Annual Report Gross Expense Ratio | 0.30 | 0.66 | 45% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 5.493 | 3.332 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 11.7B | 11% |
| Annual Yield % from dividends | 3.57 | 3.56 | 100% |
| Returns for 1 year | 9.95 | 3.79 | 263% |
| Returns for 3 years | 14.84 | 8.21 | 181% |
| Returns for 5 years | 21.88 | 13.25 | 165% |
| Returns for 10 years | N/A | 39.14 | - |
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