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FOCIX vs HBLVX
FOCIX vs HBLVX Comparison
Open Charts FOCIX vs HBLVX
Fairholme Focused Income
Price$14.29
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets206.35M
Hartford Balanced Income R6
Price$14.98
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.83B
FOCIX vs HBLVX Comparison Chart in %
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FOCIX vs. HBLVX commentary
Aug 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 StrongBuy and HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. FOCIX (206M). HBLVX pays higher dividends than FOCIX: HBLVX (3.61) vs FOCIX (2.03). 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 : 12.24 vs. HBLVX (5.29). FOCIX return over 5 years is better than : 64.21 vs. HBLVX (15.12).
| 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 | 4.847 | 6.190 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 11.8B | 2% |
| Annual Yield % from dividends | 2.03 | 3.61 | 56% |
| Returns for 1 year | 12.24 | 5.29 | 231% |
| Returns for 3 years | 37.61 | 13.67 | 275% |
| Returns for 5 years | 64.21 | 15.12 | 425% |
| Returns for 10 years | 74.52 | 45.05 | 165% |
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