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HBFBX vs HBLAX
HBFBX vs HBLAX Comparison
Open Charts HBFBX vs HBLAX
Hennessy Balanced Investor
Price$12.10
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets13.11M
Hartford Balanced Income A
Price$14.77
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.77B
HBFBX vs HBLAX Comparison Chart in %
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HBFBX vs. HBLAX commentary
Aug 05, 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 HBFBX is a Hold and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. HBFBX (13.1M). HBLAX pays higher dividends than HBFBX: HBLAX (3.35) vs HBFBX (2.19). HBFBX was incepted earlier than HBLAX: HBFBX (29 years) vs HBLAX (19 years). HBFBX (1.82) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. HBFBX (57.00). HBLAX has a lower initial minimum investment than HBFBX: HBLAX (2000) vs HBFBX (2500). HBLAX annual gain was more profitable for investors over the last year : 3.12 vs. HBFBX (2.57). HBFBX return over 5 years is better than : 14.55 vs. HBLAX (13.21).
| HBFBX | HBLAX | HBFBX / HBLAX | |
| Total Expense Ratio | 1.82 | 0.89 | 204% |
| Annual Report Gross Expense Ratio | 1.82 | 0.89 | 204% |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | 3.940 | 5.398 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 13.1M | 11.8B | 0% |
| Annual Yield % from dividends | 2.19 | 3.35 | 65% |
| Returns for 1 year | 2.57 | 3.12 | 82% |
| Returns for 3 years | 7.44 | 11.86 | 63% |
| Returns for 5 years | 14.55 | 13.21 | 110% |
| Returns for 10 years | 8.20 | 39.84 | 21% |
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