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FOCIX vs HBLTX
FOCIX vs HBLTX Comparison
Open Charts FOCIX vs HBLTX
Fairholme Focused Income
Price$14.42
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets206.2M
Hartford Balanced Income R5
Price$15.10
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.59B
FOCIX vs HBLTX Comparison Chart in %
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FOCIX vs. HBLTX commentary
Nov 20, 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 Hold and HBLTX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.6B vs. FOCIX (206M). HBLTX pays higher dividends than FOCIX: HBLTX (3.47) vs FOCIX (1.85). 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 : 5.45 vs. HBLTX (3.07). FOCIX return over 5 years is better than : 55.54 vs. HBLTX (13.67).
| 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 | 6.014 | 8.544 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 11.6B | 2% |
| Annual Yield % from dividends | 1.85 | 3.47 | 53% |
| Returns for 1 year | 5.45 | 3.07 | 178% |
| Returns for 3 years | 34.92 | 17.22 | 203% |
| Returns for 5 years | 55.54 | 13.67 | 406% |
| Returns for 10 years | 78.98 | 46.05 | 172% |
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