FICWX
Price
$12.46
Change
+$0.01 (+0.08%)
Updated
Jul 25 closing price
Net Assets
1.29B
HBLTX
Price
$14.95
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.9B
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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$12.46
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.29B
Hartford Balanced Income R5
Price$14.95
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.9B
FICWX vs HBLTX Comparison Chart in %
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FICWX vs. HBLTX 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 HBLTX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. FICWX (1.29B). HBLTX (3.54) and FICWX (3.47) have matching dividends . FICWX was incepted earlier than HBLTX: FICWX (9 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 : 11.32 vs. HBLTX (5.15). FICWX return over 5 years is better than : 24.29 vs. HBLTX (16.13).
FICWXHBLTXFICWX / HBLTX
Total Expense Ratio0.300.6645%
Annual Report Gross Expense Ratio0.300.6645%
Fund Existence9 years15 years-
Gain YTD8.4456.396132%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.29B11.9B11%
Annual Yield % from dividends3.473.5498%
Returns for 1 year11.325.15220%
Returns for 3 years21.8615.15144%
Returns for 5 years24.2916.13151%
Returns for 10 yearsN/A44.50-
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