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FICWX vs HBLIX
FICWX vs HBLIX Comparison
Open Charts FICWX vs HBLIX
American Funds Retire Inc Port-Cnsrv F3
Price$12.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.3B
Hartford Balanced Income I
Price$14.96
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.92B
FICWX vs HBLIX Comparison Chart in %
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FICWX vs. HBLIX 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 HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. FICWX (1.3B). HBLIX (3.58) and FICWX (3.47) have matching dividends . FICWX was incepted earlier than HBLIX: FICWX (9 years) vs HBLIX (15 years). HBLIX (0.65) is less costly to investors than FICWX (0.30). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FICWX (12.00). HBLIX has a lower initial minimum investment than FICWX: HBLIX (2000) vs FICWX (1000000). FICWX annual gain was more profitable for investors over the last year : 8.94 vs. HBLIX (3.86). FICWX return over 5 years is better than : 23.92 vs. HBLIX (17.16).
| FICWX | HBLIX | FICWX / HBLIX | |
| Total Expense Ratio | 0.30 | 0.65 | 46% |
| Annual Report Gross Expense Ratio | 0.30 | 0.65 | 46% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 9.055 | 7.457 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 11.9B | 11% |
| Annual Yield % from dividends | 3.47 | 3.58 | 97% |
| Returns for 1 year | 8.94 | 3.86 | 232% |
| Returns for 3 years | 20.51 | 13.42 | 153% |
| Returns for 5 years | 23.92 | 17.16 | 139% |
| Returns for 10 years | N/A | 48.68 | - |
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