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FOCIX vs HBLFX
FOCIX vs HBLFX Comparison
Open Charts FOCIX vs HBLFX
Fairholme Focused Income
Price$13.99
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets203.18M
Hartford Balanced Income F
Price$14.28
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
FOCIX vs HBLFX Comparison Chart
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FOCIX vs. HBLFX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.7B vs. FOCIX (203M). HBLFX pays higher dividends than FOCIX: HBLFX (3.73) vs FOCIX (2.29). 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 : 9.96 vs. HBLFX (3.13). FOCIX return over 5 years is better than : 62.07 vs. HBLFX (19.85).
| 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 | 1.434 | 1.746 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 11.7B | 2% |
| Annual Yield % from dividends | 2.29 | 3.73 | 62% |
| Returns for 1 year | 9.96 | 3.13 | 319% |
| Returns for 3 years | 33.73 | 10.13 | 333% |
| Returns for 5 years | 62.07 | 19.85 | 313% |
| Returns for 10 years | 68.24 | N/A | - |
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