Interact to see
Advertisement
Advertisement
HBFBX vs HBLAX
HBFBX vs HBLAX Comparison
Open Charts HBFBX vs HBLAX
Hennessy Balanced Investor
Price$12.26
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets12.84M
Hartford Balanced Income A
Price$15.21
Change+$0.11 (+0.73%)
VolumeN/A
Net Assets11.96B
HBFBX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBFBX vs. HBLAX commentary
Sep 13, 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 (12.8M). HBLAX pays higher dividends than HBFBX: HBLAX (3.28) vs HBFBX (2.15). 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). HBLAX annual gain was more profitable for investors over the last year : 3.61 vs. HBFBX (3.16). HBLAX (16.83) and HBFBX (16.16) 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 | 30 years | 19 years | - |
| Gain YTD | 5.406 | 8.340 | 65% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 12.8M | 12B | 0% |
| Annual Yield % from dividends | 2.15 | 3.28 | 66% |
| Returns for 1 year | 3.16 | 3.61 | 88% |
| Returns for 3 years | 9.70 | 15.86 | 61% |
| Returns for 5 years | 16.16 | 16.83 | 96% |
| Returns for 10 years | 13.53 | 48.18 | 28% |
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 % |
| SMMD | 74.32 | 1.18 | +1.61% |
| iShares Russell 2500 ETF | |||
| CAPE | 32.86 | 0.45 | +1.40% |
| DoubleLine Shiller CAPE US Equities ETF | |||
| WRND | 35.55 | 0.19 | +0.53% |
| NYLI Global Equity R&D Leaders ETF | |||
| PALD | 22.74 | -0.14 | -0.60% |
| Direxion Daily PANW Bear 1X Shares | |||
| TSDD | 15.21 | -2.06 | -11.93% |
| GraniteShares 2x Short TSLA Daily ETF | |||