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FOCIX vs HBLSX
FOCIX vs HBLSX Comparison
Open Charts FOCIX vs HBLSX
Fairholme Focused Income
Price$14.28
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets211.67M
Hartford Balanced Income R4
Price$14.68
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
FOCIX vs HBLSX Comparison Chart
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FOCIX vs. HBLSX commentary
Feb 23, 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 HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. FOCIX (212M). 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 : 14.74 vs. HBLSX (6.48). FOCIX return over 5 years is better than : 53.16 vs. HBLSX (8.52).
| 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 | 3.628 | 2.945 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 12.1B | 2% |
| Annual Yield % from dividends | 2.86 | 3.25 | 88% |
| Returns for 1 year | 14.74 | 6.48 | 227% |
| Returns for 3 years | 39.88 | 4.38 | 910% |
| Returns for 5 years | 53.16 | 8.52 | 624% |
| Returns for 10 years | 79.04 | 33.13 | 239% |