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FOCIX vs HBLVX
FOCIX vs HBLVX Comparison
Open Charts FOCIX vs HBLVX
Fairholme Focused Income
Price$13.99
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets203.18M
Hartford Balanced Income R6
Price$14.49
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
FOCIX vs HBLVX Comparison Chart
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FOCIX vs. HBLVX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. FOCIX (203M). HBLVX pays higher dividends than FOCIX: HBLVX (3.68) vs FOCIX (2.29). FOCIX was incepted earlier than HBLVX: FOCIX (15 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 : 9.96 vs. HBLVX (3.22). FOCIX return over 5 years is better than : 62.07 vs. HBLVX (20.07).
| FOCIX | HBLVX | FOCIX / HBLVX | |
| Total Expense Ratio | 1.01 | 0.56 | 180% |
| Annual Report Gross Expense Ratio | 1.01 | 0.56 | 180% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 1.434 | 1.720 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 11.7B | 2% |
| Annual Yield % from dividends | 2.29 | 3.68 | 62% |
| Returns for 1 year | 9.96 | 3.22 | 309% |
| Returns for 3 years | 33.73 | 10.20 | 330% |
| Returns for 5 years | 62.07 | 20.07 | 309% |
| Returns for 10 years | 68.24 | 36.38 | 188% |
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