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FOCIX vs HBLFX
FOCIX vs HBLFX Comparison
Open Charts FOCIX vs HBLFX
Fairholme Focused Income
Price$13.25
Change+$0.04 (+0.30%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income F
Price$14.98
Change+$0.03 (+0.20%)
VolumeN/A
CapitalizationN/A
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FOCIX vs HBLFX Comparison Chart
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FOCIX vs. HBLFX commentary
Nov 05, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.4B vs. FOCIX (200M). HBLFX pays higher dividends than FOCIX: HBLFX (3.67) vs FOCIX (2.86). FOCIX was incepted earlier than HBLFX: FOCIX (15 years) vs HBLFX (8 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. FOCIX (53.48). FOCIX has a lower initial minimum investment than HBLFX: FOCIX (10000) vs HBLFX (1000000). HBLFX annual gain was more profitable for investors over the last year : 16.06 vs. FOCIX (11.88). FOCIX return over 5 years is better than : 41.64 vs. HBLFX (16.34).
| FOCIX | HBLFX | FOCIX / HBLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 9.733 | 7.613 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 12.4B | 2% |
| Annual Yield % from dividends | 2.86 | 3.67 | 78% |
| Returns for 1 year | 11.88 | 16.06 | 74% |
| Returns for 3 years | 29.87 | -1.56 | -1,920% |
| Returns for 5 years | 41.64 | 16.34 | 255% |
| Returns for 10 years | 68.17 | N/A | - |
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