Interact to see
Advertisement
Advertisement
FICWX vs HBLIX
FICWX vs HBLIX Comparison
Open Charts FICWX vs HBLIX
American Funds Retire Inc Port-Cnsrv F3
Price$12.66
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets1.32B
Hartford Balanced Income I
Price$14.95
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.82B
FICWX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FICWX vs. HBLIX commentary
Sep 28, 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: 11.8B vs. FICWX (1.32B). HBLIX (3.50) and FICWX (3.40) have matching dividends . FICWX was incepted earlier than HBLIX: FICWX (9 years) vs HBLIX (16 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 : 8.41 vs. HBLIX (2.16). FICWX return over 5 years is better than : 27.41 vs. HBLIX (19.64).
| 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 | 16 years | - |
| Gain YTD | 10.974 | 8.330 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 11.8B | 11% |
| Annual Yield % from dividends | 3.40 | 3.50 | 97% |
| Returns for 1 year | 8.41 | 2.16 | 390% |
| Returns for 3 years | 34.22 | 26.07 | 131% |
| Returns for 5 years | 27.41 | 19.64 | 140% |
| Returns for 10 years | N/A | 53.36 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FITE | 84.56 | 1.08 | +1.29% |
| SPDR® S&P Kensho Future Security ETF | |||
| BBMC | 103.98 | 0.93 | +0.91% |
| JPMorgan BetaBuilders US Mid Cap Eq ETF | |||
| ATMP | 29.13 | 0.17 | +0.58% |
| Barclays ETN+ Select MLP | |||
| SHYM | 22.32 | 0.01 | +0.04% |
| iShares Short Duration HY Muni Act ETF | |||
| INDE | 29.70 | N/A | N/A |
| Matthews India Active ETF | |||