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HBFBX vs HBLAX
HBFBX vs HBLAX Comparison
Open Charts HBFBX vs HBLAX
Hennessy Balanced Investor
Price$12.33
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets12.97M
Hartford Balanced Income A
Price$15.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
HBFBX vs HBLAX Comparison Chart in %
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HBFBX vs. HBLAX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. HBFBX (13M). HBLAX pays higher dividends than HBFBX: HBLAX (3.29) vs HBFBX (2.03). 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 : 3.28 vs. HBFBX (2.77). HBFBX (16.86) and HBLAX (16.65) 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 | 6.610 | 9.012 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 13M | 11.9B | 0% |
| Annual Yield % from dividends | 2.03 | 3.29 | 62% |
| Returns for 1 year | 2.77 | 3.28 | 85% |
| Returns for 3 years | 16.50 | 25.00 | 66% |
| Returns for 5 years | 16.86 | 16.65 | 101% |
| Returns for 10 years | 11.55 | 46.59 | 25% |
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