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FOCIX vs HBLVX
FOCIX vs HBLVX Comparison
Open Charts FOCIX vs HBLVX
Fairholme Focused Income
Price$14.43
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets207.57M
Hartford Balanced Income R6
Price$15.01
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets11.9B
FOCIX vs HBLVX Comparison Chart in %
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FOCIX vs. HBLVX commentary
Jul 11, 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 Buy and HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. FOCIX (208M). HBLVX pays higher dividends than FOCIX: HBLVX (3.61) vs FOCIX (2.05). 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 : 13.47 vs. HBLVX (6.24). FOCIX return over 5 years is better than : 65.76 vs. HBLVX (19.13).
| FOCIX | HBLVX | FOCIX / HBLVX | |
| Total Expense Ratio | 1.01 | 0.56 | 180% |
| Annual Report Gross Expense Ratio | 1.01 | 0.56 | 180% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 5.506 | 5.695 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208M | 11.9B | 2% |
| Annual Yield % from dividends | 2.05 | 3.61 | 57% |
| Returns for 1 year | 13.47 | 6.24 | 216% |
| Returns for 3 years | 45.33 | 17.20 | 264% |
| Returns for 5 years | 65.76 | 19.13 | 344% |
| Returns for 10 years | 80.01 | 45.02 | 178% |
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