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HBFBX vs HBLAX
HBFBX vs HBLAX Comparison
Open Charts HBFBX vs HBLAX
Hennessy Balanced Investor
Price$11.92
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets13.08M
Hartford Balanced Income A
Price$14.31
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.63B
HBFBX vs HBLAX Comparison Chart
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HBFBX vs. HBLAX commentary
May 23, 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: 11.6B vs. HBFBX (13.1M). HBLAX pays higher dividends than HBFBX: HBLAX (3.41) vs HBFBX (2.34). 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 : 2.21 vs. HBLAX (1.88). HBLAX return over 5 years is better than : 16.91 vs. HBFBX (15.46).
| 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 | 2.448 | 1.879 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 13.1M | 11.6B | 0% |
| Annual Yield % from dividends | 2.34 | 3.41 | 69% |
| Returns for 1 year | 2.21 | 1.88 | 118% |
| Returns for 3 years | 2.10 | 8.68 | 24% |
| Returns for 5 years | 15.46 | 16.91 | 91% |
| Returns for 10 years | 4.09 | 32.22 | 13% |
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