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FICWX vs HBLTX
FICWX vs HBLTX Comparison
Open Charts FICWX vs HBLTX
American Funds Retire Inc Port-Cnsrv F3
Price$12.46
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.
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).
| FICWX | HBLTX | FICWX / HBLTX | |
| Total Expense Ratio | 0.30 | 0.66 | 45% |
| Annual Report Gross Expense Ratio | 0.30 | 0.66 | 45% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 8.445 | 6.396 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 11.9B | 11% |
| Annual Yield % from dividends | 3.47 | 3.54 | 98% |
| Returns for 1 year | 11.32 | 5.15 | 220% |
| Returns for 3 years | 21.86 | 15.15 | 144% |
| Returns for 5 years | 24.29 | 16.13 | 151% |
| Returns for 10 years | N/A | 44.50 | - |
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