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FOCIX vs HBLFX
FOCIX vs HBLFX Comparison
Open Charts FOCIX vs HBLFX
Fairholme Focused Income
Price$14.42
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets206.2M
Hartford Balanced Income F
Price$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.58B
FOCIX vs HBLFX Comparison Chart in %
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FOCIX vs. HBLFX commentary
Nov 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 FOCIX is a Hold and HBLFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.6B vs. FOCIX (206M). HBLFX pays higher dividends than FOCIX: HBLFX (3.59) vs FOCIX (1.85). 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 : 5.45 vs. HBLFX (3.20). FOCIX return over 5 years is better than : 55.54 vs. HBLFX (14.28).
| 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 | 6.014 | 8.766 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 11.6B | 2% |
| Annual Yield % from dividends | 1.85 | 3.59 | 51% |
| Returns for 1 year | 5.45 | 3.20 | 170% |
| Returns for 3 years | 34.92 | 17.62 | 198% |
| Returns for 5 years | 55.54 | 14.28 | 389% |
| Returns for 10 years | 78.98 | N/A | - |
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