FICWX
Price
$12.41
Change
+$0.01 (+0.08%)
Updated
Jul 3 closing price
Net Assets
1.29B
HBLTX
Price
$14.90
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
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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$12.41
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.29B
Hartford Balanced Income R5
Price$14.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FICWX vs HBLTX Comparison Chart in %
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FICWX vs. HBLTX commentary
Jul 07, 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: 12B vs. FICWX (1.29B). HBLTX (3.54) and FICWX (3.47) have matching dividends . FICWX was incepted earlier than HBLTX: FICWX (8 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 : 12.04 vs. HBLTX (6.97). FICWX return over 5 years is better than : 25.64 vs. HBLTX (19.41).
FICWXHBLTXFICWX / HBLTX
Total Expense Ratio0.300.6645%
Annual Report Gross Expense Ratio0.300.6645%
Fund Existence8 years15 years-
Gain YTD8.0106.253128%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.29B12B11%
Annual Yield % from dividends3.473.5498%
Returns for 1 year12.046.97173%
Returns for 3 years22.2417.02131%
Returns for 5 years25.6419.41132%
Returns for 10 yearsN/A44.20-
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