Interact to see
Advertisement
Advertisement
HBFBX vs HBLAX
HBFBX vs HBLAX Comparison
Open Charts HBFBX vs HBLAX
Hennessy Balanced Investor
Price$12.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets13.18M
Hartford Balanced Income A
Price$15.07
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.6B
HBFBX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
A.I.Advisor
published Highlights
Market Cap
The average market capitalization across the group is 5.81B. The market cap for tickers in the group ranges from 13.18M to 11.6B. HBLAX holds the highest valuation in this group at 11.6B. The lowest valued company is HBFBX at 13.18M.
High and low price notable news
The average weekly price growth across all stocks in the group was 0%. For the same group, the average monthly price growth was 1%, and the average quarterly price growth was 7%. HBFBX experienced the highest price growth at 0%, while HBLAX experienced the biggest fall at 0%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
HBFBX vs. HBLAX commentary
Nov 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. HBFBX (13.2M). HBLAX pays higher dividends than HBFBX: HBLAX (3.29) vs HBFBX (2.00). HBFBX was incepted earlier than HBLAX: HBFBX (30 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 : 5.97 vs. HBLAX (2.53). HBFBX return over 5 years is better than : 15.07 vs. HBLAX (11.71).
| HBFBX | HBLAX | HBFBX / HBLAX | |
| Total Expense Ratio | 1.82 | 0.89 | 204% |
| Annual Report Gross Expense Ratio | 1.82 | 0.89 | 204% |
| Fund Existence | 30 years | 19 years | - |
| Gain YTD | 9.470 | 8.723 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 13.2M | 11.6B | 0% |
| Annual Yield % from dividends | 2.00 | 3.29 | 61% |
| Returns for 1 year | 5.97 | 2.53 | 235% |
| Returns for 3 years | 9.73 | 14.80 | 66% |
| Returns for 5 years | 15.07 | 11.71 | 129% |
| Returns for 10 years | 12.78 | 43.58 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| STCE | 68.36 | 6.55 | +10.60% |
| Schwab Crypto Thematic ETF | |||
| AIS | 35.66 | 1.24 | +3.60% |
| VistaShares Artificial Intelligence Supercycle ETF | |||
| TRND | 33.60 | 0.73 | +2.22% |
| Pacer Trendpilot Fund of Funds ETF | |||
| GEM | 41.07 | 0.40 | +0.98% |
| Goldman Sachs ActiveBeta® EMkts Eq ETF | |||
| LMUB | 50.67 | -0.10 | -0.20% |
| iShares Long-Term National Muni Bd ETF | |||