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FOCIX vs HBLVX
FOCIX vs HBLVX Comparison
Open Charts FOCIX vs HBLVX
Fairholme Focused Income
Price$13.25
Change+$0.04 (+0.30%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.18
Change+$0.03 (+0.20%)
VolumeN/A
CapitalizationN/A
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FOCIX vs HBLVX Comparison Chart
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FOCIX vs. HBLVX commentary
Nov 05, 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 Sell.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.4B vs. FOCIX (200M). 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 : 15.99 vs. FOCIX (11.88). FOCIX return over 5 years is better than : 41.64 vs. HBLVX (16.50).
| 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 | 9.733 | 7.580 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 12.4B | 2% |
| Annual Yield % from dividends | 2.86 | 3.62 | 79% |
| Returns for 1 year | 11.88 | 15.99 | 74% |
| Returns for 3 years | 29.87 | -1.49 | -2,006% |
| Returns for 5 years | 41.64 | 16.50 | 252% |
| Returns for 10 years | 68.17 | 39.97 | 171% |
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