Ad is loading...
FOCIX vs HBLSX
FOCIX vs HBLSX Comparison
Open Charts FOCIX vs HBLSX
Fairholme Focused Income
Price$13.79
Change+$0.08 (+0.58%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.43
Change+$0.05 (+0.35%)
VolumeN/A
CapitalizationN/A
FOCIX vs HBLSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FOCIX vs. HBLSX commentary
Dec 25, 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 Hold and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. FOCIX (208M). 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 : 14.46 vs. HBLSX (3.11). FOCIX return over 5 years is better than : 46.90 vs. HBLSX (7.86).
| 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 | 14.091 | 2.480 | 568% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208M | 12B | 2% |
| Annual Yield % from dividends | 2.86 | 3.25 | 88% |
| Returns for 1 year | 14.46 | 3.11 | 466% |
| Returns for 3 years | 37.41 | -1.76 | -2,130% |
| Returns for 5 years | 46.90 | 7.86 | 597% |
| Returns for 10 years | 77.14 | 30.58 | 252% |