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FOCIX vs HBLFX
FOCIX vs HBLFX Comparison
Open Charts FOCIX vs HBLFX
Fairholme Focused Income
Price$13.62
Change-$0.07 (-0.51%)
VolumeN/A
Net Assets201.39M
Hartford Balanced Income F
Price$14.06
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.55B
FOCIX vs HBLFX Comparison Chart
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FOCIX vs. HBLFX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.6B vs. FOCIX (201M). HBLFX pays higher dividends than FOCIX: HBLFX (3.69) vs FOCIX (2.20). FOCIX was incepted earlier than HBLFX: FOCIX (15 years) vs HBLFX (8 years). FOCIX (1.02) 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 : 9.75 vs. HBLFX (4.82). FOCIX return over 5 years is better than : 60.01 vs. HBLFX (16.91).
| FOCIX | HBLFX | FOCIX / HBLFX | |
| Total Expense Ratio | 1.02 | 0.56 | 182% |
| Annual Report Gross Expense Ratio | 1.02 | 0.56 | 182% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | -0.170 | 0.251 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201M | 11.6B | 2% |
| Annual Yield % from dividends | 2.20 | 3.69 | 60% |
| Returns for 1 year | 9.75 | 4.82 | 202% |
| Returns for 3 years | 26.55 | 4.20 | 633% |
| Returns for 5 years | 60.01 | 16.91 | 355% |
| Returns for 10 years | 66.77 | N/A | - |
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