Interact to see
Advertisement
Advertisement
FOCIX vs HBLFX
FOCIX vs HBLFX Comparison
Open Charts FOCIX vs HBLFX
Fairholme Focused Income
Price$14.22
Change+$0.11 (+0.78%)
VolumeN/A
Net Assets205.14M
Hartford Balanced Income F
Price$14.55
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
FOCIX vs HBLFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FOCIX vs. HBLFX commentary
Jun 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 FOCIX is a Buy and HBLFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.7B vs. FOCIX (205M). HBLFX pays higher dividends than FOCIX: HBLFX (3.68) vs FOCIX (2.24). FOCIX was incepted earlier than HBLFX: FOCIX (15 years) vs HBLFX (8 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 : 12.24 vs. HBLFX (3.92). FOCIX return over 5 years is better than : 59.99 vs. HBLFX (13.81).
| FOCIX | HBLFX | FOCIX / HBLFX | |
| Total Expense Ratio | 1.01 | 0.56 | 180% |
| Annual Report Gross Expense Ratio | 1.01 | 0.56 | 180% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 2.892 | 3.455 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 11.7B | 2% |
| Annual Yield % from dividends | 2.24 | 3.68 | 61% |
| Returns for 1 year | 12.24 | 3.92 | 312% |
| Returns for 3 years | 28.24 | 8.53 | 331% |
| Returns for 5 years | 59.99 | 13.81 | 434% |
| Returns for 10 years | 75.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement