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FOCIX vs HBLVX
FOCIX vs HBLVX Comparison
Open Charts FOCIX vs HBLVX
Fairholme Focused Income
Price$13.69
Change+$0.09 (+0.66%)
VolumeN/A
Net Assets199.94M
Hartford Balanced Income R6
Price$14.28
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.55B
FOCIX vs HBLVX Comparison Chart
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FOCIX vs. HBLVX commentary
Apr 16, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.5B vs. FOCIX (200M). HBLVX pays higher dividends than FOCIX: HBLVX (3.63) vs FOCIX (2.20). FOCIX was incepted earlier than HBLVX: FOCIX (15 years) vs HBLVX (10 years). FOCIX (1.02) 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 : 8.77 vs. HBLVX (4.08). FOCIX return over 5 years is better than : 59.47 vs. HBLVX (18.85).
| FOCIX | HBLVX | FOCIX / HBLVX | |
| Total Expense Ratio | 1.02 | 0.56 | 182% |
| Annual Report Gross Expense Ratio | 1.02 | 0.56 | 182% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | -0.827 | 0.036 | -2,275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 11.5B | 2% |
| Annual Yield % from dividends | 2.20 | 3.63 | 61% |
| Returns for 1 year | 8.77 | 4.08 | 215% |
| Returns for 3 years | 25.72 | 4.12 | 623% |
| Returns for 5 years | 59.47 | 18.85 | 316% |
| Returns for 10 years | 65.67 | 33.44 | 196% |