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FOCIX vs HBLSX
FOCIX vs HBLSX Comparison
Open Charts FOCIX vs HBLSX
Fairholme Focused Income
Price$14.17
Change+$0.09 (+0.64%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$15.26
Change+$0.04 (+0.26%)
VolumeN/A
CapitalizationN/A
FOCIX vs HBLSX Comparison Chart
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FOCIX vs. HBLSX commentary
Nov 23, 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.5B vs. FOCIX (213M). HBLSX pays higher dividends than FOCIX: HBLSX (3.25) vs FOCIX (2.86). FOCIX was incepted earlier than HBLSX: FOCIX (15 years) vs HBLSX (15 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. FOCIX (53.48). HBLSX has a lower initial minimum investment than FOCIX: HBLSX (0) vs FOCIX (10000). FOCIX annual gain was more profitable for investors over the last year : 18.97 vs. HBLSX (15.16). FOCIX return over 5 years is better than : 52.36 vs. HBLSX (15.77).
| FOCIX | HBLSX | FOCIX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 17.352 | 8.752 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 12.5B | 2% |
| Annual Yield % from dividends | 2.86 | 3.25 | 88% |
| Returns for 1 year | 18.97 | 15.16 | 125% |
| Returns for 3 years | 39.78 | -0.10 | -38,359% |
| Returns for 5 years | 52.36 | 15.77 | 332% |
| Returns for 10 years | 79.35 | 36.68 | 216% |
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