Interact to see
Advertisement
Advertisement
FOCIX vs HBLFX
FOCIX vs HBLFX Comparison
Open Charts FOCIX vs HBLFX
Fairholme Focused Income
Price$14.43
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets207.57M
Hartford Balanced Income F
Price$14.79
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.9B
FOCIX vs HBLFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOCIX vs. HBLFX commentary
Jul 11, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.9B vs. FOCIX (208M). HBLFX pays higher dividends than FOCIX: HBLFX (3.66) vs FOCIX (2.05). FOCIX was incepted earlier than HBLFX: FOCIX (16 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 : 13.47 vs. HBLFX (6.26). FOCIX return over 5 years is better than : 65.76 vs. HBLFX (19.00).
| 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 | 8 years | - |
| Gain YTD | 5.506 | 5.781 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208M | 11.9B | 2% |
| Annual Yield % from dividends | 2.05 | 3.66 | 56% |
| Returns for 1 year | 13.47 | 6.26 | 215% |
| Returns for 3 years | 45.33 | 17.13 | 265% |
| Returns for 5 years | 65.76 | 19.00 | 346% |
| Returns for 10 years | 80.01 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers