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FICWX vs HBLAX
FICWX vs HBLAX Comparison
Open Charts FICWX vs HBLAX
American Funds Retire Inc Port-Cnsrv F3
Price$12.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.3B
Hartford Balanced Income A
Price$14.95
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.89B
FICWX vs HBLAX Comparison Chart in %
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FICWX vs. HBLAX commentary
Aug 20, 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 HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. FICWX (1.3B). FICWX (3.47) and HBLAX (3.35) have matching dividends . FICWX was incepted earlier than HBLAX: FICWX (9 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than FICWX (0.30). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FICWX (12.00). HBLAX has a lower initial minimum investment than FICWX: HBLAX (2000) vs FICWX (1000000). FICWX annual gain was more profitable for investors over the last year : 8.94 vs. HBLAX (3.61). FICWX return over 5 years is better than : 23.92 vs. HBLAX (15.75).
| FICWX | HBLAX | FICWX / HBLAX | |
| Total Expense Ratio | 0.30 | 0.89 | 34% |
| Annual Report Gross Expense Ratio | 0.30 | 0.89 | 34% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 9.055 | 7.264 | 125% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.3B | 11.9B | 11% |
| Annual Yield % from dividends | 3.47 | 3.35 | 103% |
| Returns for 1 year | 8.94 | 3.61 | 248% |
| Returns for 3 years | 20.51 | 12.60 | 163% |
| Returns for 5 years | 23.92 | 15.75 | 152% |
| Returns for 10 years | N/A | 45.59 | - |
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