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HBFBX vs HBLAX
HBFBX vs HBLAX Comparison
Open Charts HBFBX vs HBLAX
Hennessy Balanced Investor
Price$12.22
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets13.35M
Hartford Balanced Income A
Price$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
HBFBX vs HBLAX Comparison Chart in %
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HBFBX vs. HBLAX commentary
Jul 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 HBFBX is a Buy and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. HBFBX (13.4M). HBLAX pays higher dividends than HBFBX: HBLAX (3.35) vs HBFBX (2.18). 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). HBFBX annual gain was more profitable for investors over the last year : 7.14 vs. HBLAX (6.72). HBLAX (18.09) and HBFBX (17.74) have equivalent 5 years return.
| 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 | 5.406 | 6.116 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 13.4M | 12B | 0% |
| Annual Yield % from dividends | 2.18 | 3.35 | 65% |
| Returns for 1 year | 7.14 | 6.72 | 106% |
| Returns for 3 years | 8.77 | 16.22 | 54% |
| Returns for 5 years | 17.74 | 18.09 | 98% |
| Returns for 10 years | 9.28 | 41.22 | 23% |
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