FOCIX
Price
$14.67
Change
+$0.05 (+0.34%)
Updated
Aug 27 closing price
Net Assets
210.39M
HBLVX
Price
$15.27
Change
+$0.02 (+0.13%)
Updated
Aug 27 closing price
Net Assets
11.94B
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FOCIX vs HBLVX

Header iconFOCIX vs HBLVX Comparison
Open Charts FOCIX vs HBLVXBanner chart's image
Fairholme Focused Income
Price$14.67
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets210.39M
Hartford Balanced Income R6
Price$15.27
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.94B
FOCIX vs HBLVX Comparison Chart in %
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FOCIX vs. HBLVX commentary
Aug 29, 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 HBLVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. FOCIX (210M). HBLVX pays higher dividends than FOCIX: HBLVX (3.61) vs FOCIX (2.03). FOCIX was incepted earlier than HBLVX: FOCIX (16 years) vs HBLVX (11 years). FOCIX (1.01) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. FOCIX (47.45). HBLVX has a lower initial minimum investment than FOCIX: HBLVX (0) vs FOCIX (10000). FOCIX annual gain was more profitable for investors over the last year : 13.36 vs. HBLVX (3.54). FOCIX return over 5 years is better than : 66.56 vs. HBLVX (17.58).
FOCIXHBLVXFOCIX / HBLVX
Total Expense Ratio1.010.56180%
Annual Report Gross Expense Ratio1.010.56180%
Fund Existence16 years11 years-
Gain YTD7.1187.96089%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets210M11.9B2%
Annual Yield % from dividends2.033.6156%
Returns for 1 year13.363.54377%
Returns for 3 years37.7716.12234%
Returns for 5 years66.5617.58379%
Returns for 10 years78.1450.94153%
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