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FOCIX vs HBLVX
FOCIX vs HBLVX Comparison
Open Charts FOCIX vs HBLVX
Fairholme Focused Income
Price$13.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FOCIX vs HBLVX Comparison Chart
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FOCIX vs. HBLVX commentary
Sep 21, 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 Buy and HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.7B vs. FOCIX (197M). HBLVX pays higher dividends than FOCIX: HBLVX (3.62) vs FOCIX (2.86). FOCIX was incepted earlier than HBLVX: FOCIX (15 years) vs HBLVX (10 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. FOCIX (53.48). HBLVX has a lower initial minimum investment than FOCIX: HBLVX (0) vs FOCIX (10000). HBLVX annual gain was more profitable for investors over the last year : 15.10 vs. FOCIX (12.22). FOCIX return over 5 years is better than : 37.56 vs. HBLVX (19.10).
| FOCIX | HBLVX | FOCIX / HBLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 8.768 | 8.757 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197M | 12.7B | 2% |
| Annual Yield % from dividends | 2.86 | 3.62 | 79% |
| Returns for 1 year | 12.22 | 15.10 | 81% |
| Returns for 3 years | 33.95 | 1.55 | 2,194% |
| Returns for 5 years | 37.56 | 19.10 | 197% |
| Returns for 10 years | 55.19 | N/A | - |
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