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FOCIX vs HBLFX
FOCIX vs HBLFX Comparison
Open Charts FOCIX vs HBLFX
Fairholme Focused Income
Price$14.67
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets210.39M
Hartford Balanced Income F
Price$15.05
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.94B
FOCIX vs HBLFX Comparison Chart in %
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FOCIX vs. HBLFX commentary
Aug 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 FOCIX is a StrongBuy and HBLFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.9B vs. FOCIX (210M). HBLFX pays higher dividends than FOCIX: HBLFX (3.66) vs FOCIX (2.03). FOCIX was incepted earlier than HBLFX: FOCIX (16 years) vs HBLFX (9 years). FOCIX (1.01) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. FOCIX (47.45). FOCIX has a lower initial minimum investment than HBLFX: FOCIX (10000) vs HBLFX (1000000). FOCIX annual gain was more profitable for investors over the last year : 13.36 vs. HBLFX (3.46). FOCIX return over 5 years is better than : 66.56 vs. HBLFX (17.37).
| FOCIX | HBLFX | FOCIX / HBLFX | |
| Total Expense Ratio | 1.01 | 0.56 | 180% |
| Annual Report Gross Expense Ratio | 1.01 | 0.56 | 180% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 7.118 | 8.008 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 11.9B | 2% |
| Annual Yield % from dividends | 2.03 | 3.66 | 56% |
| Returns for 1 year | 13.36 | 3.46 | 386% |
| Returns for 3 years | 37.77 | 16.05 | 235% |
| Returns for 5 years | 66.56 | 17.37 | 383% |
| Returns for 10 years | 78.14 | N/A | - |
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