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FOCIX vs HBLVX
FOCIX vs HBLVX Comparison
Open Charts FOCIX vs HBLVX
Fairholme Focused Income
Price$14.22
Change+$0.11 (+0.78%)
VolumeN/A
Net Assets205.14M
Hartford Balanced Income R6
Price$14.76
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
FOCIX vs HBLVX Comparison Chart
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FOCIX vs. HBLVX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. FOCIX (205M). HBLVX pays higher dividends than FOCIX: HBLVX (3.63) vs FOCIX (2.24). 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 : 12.24 vs. HBLVX (4.00). FOCIX return over 5 years is better than : 59.99 vs. HBLVX (13.92).
| 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 | 2.892 | 3.404 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 11.7B | 2% |
| Annual Yield % from dividends | 2.24 | 3.63 | 62% |
| Returns for 1 year | 12.24 | 4.00 | 306% |
| Returns for 3 years | 28.24 | 8.62 | 327% |
| Returns for 5 years | 59.99 | 13.92 | 431% |
| Returns for 10 years | 75.19 | 40.57 | 185% |
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