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HBFBX vs HBLAX
HBFBX vs HBLAX Comparison
Open Charts HBFBX vs HBLAX
Hennessy Balanced Investor
Price$11.87
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets12.41M
Hartford Balanced Income A
Price$14.37
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
HBFBX vs HBLAX Comparison Chart
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HBFBX vs. HBLAX commentary
Jan 19, 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 StrongBuy and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.1B vs. HBFBX (12.4M). HBFBX (3.45) and HBLAX (3.35) have matching dividends . HBFBX was incepted earlier than HBLAX: HBFBX (29 years) vs HBLAX (18 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. HBFBX (22.00). 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 : 5.97 vs. HBFBX (3.49). HBLAX return over 5 years is better than : 8.26 vs. HBFBX (3.42).
| HBFBX | HBLAX | HBFBX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 18 years | - |
| Gain YTD | 1.366 | 1.340 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 12.4M | 12.1B | 0% |
| Annual Yield % from dividends | 3.45 | 3.35 | 103% |
| Returns for 1 year | 3.49 | 5.97 | 58% |
| Returns for 3 years | 0.78 | 0.35 | 222% |
| Returns for 5 years | 3.42 | 8.26 | 41% |
| Returns for 10 years | 3.49 | 33.45 | 10% |
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