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HBFBX vs HBLAX
HBFBX vs HBLAX Comparison
Open Charts HBFBX vs HBLAX
Hennessy Balanced Investor
Price$11.80
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets12.76M
Hartford Balanced Income A
Price$14.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
HBFBX vs HBLAX Comparison Chart
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HBFBX vs. HBLAX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.5B vs. HBFBX (12.8M). HBLAX pays higher dividends than HBFBX: HBLAX (3.37) vs HBFBX (2.28). HBFBX was incepted earlier than HBLAX: HBFBX (29 years) vs HBLAX (19 years). HBFBX (1.85) 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 : 4.03 vs. HBFBX (2.74). HBLAX return over 5 years is better than : 15.03 vs. HBFBX (12.91).
| HBFBX | HBLAX | HBFBX / HBLAX | |
| Total Expense Ratio | 1.85 | 0.89 | 208% |
| Annual Report Gross Expense Ratio | 1.85 | 0.89 | 208% |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | 0.732 | -0.042 | -1,727% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 12.8M | 11.5B | 0% |
| Annual Yield % from dividends | 2.28 | 3.37 | 68% |
| Returns for 1 year | 2.74 | 4.03 | 68% |
| Returns for 3 years | -0.18 | 3.30 | -5% |
| Returns for 5 years | 12.91 | 15.03 | 86% |
| Returns for 10 years | 2.76 | 29.16 | 9% |
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