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FOCIX vs HBLTX
FOCIX vs HBLTX Comparison
Open Charts FOCIX vs HBLTX
Fairholme Focused Income
Price$14.29
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets206.35M
Hartford Balanced Income R5
Price$14.86
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.83B
FOCIX vs HBLTX Comparison Chart in %
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FOCIX vs. HBLTX commentary
Aug 07, 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 StrongBuy and HBLTX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. FOCIX (206M). HBLTX pays higher dividends than FOCIX: HBLTX (3.54) vs FOCIX (2.03). FOCIX was incepted earlier than HBLTX: FOCIX (16 years) vs HBLTX (15 years). FOCIX (1.01) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FOCIX (47.45). HBLTX has a lower initial minimum investment than FOCIX: HBLTX (0) vs FOCIX (10000). FOCIX annual gain was more profitable for investors over the last year : 12.24 vs. HBLTX (5.15). FOCIX return over 5 years is better than : 64.21 vs. HBLTX (14.51).
| FOCIX | HBLTX | FOCIX / HBLTX | |
| Total Expense Ratio | 1.01 | 0.66 | 153% |
| Annual Report Gross Expense Ratio | 1.01 | 0.66 | 153% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 4.847 | 6.182 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 11.8B | 2% |
| Annual Yield % from dividends | 2.03 | 3.54 | 57% |
| Returns for 1 year | 12.24 | 5.15 | 238% |
| Returns for 3 years | 37.61 | 13.28 | 283% |
| Returns for 5 years | 64.21 | 14.51 | 442% |
| Returns for 10 years | 74.52 | 43.68 | 171% |
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