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HBFBX vs HBLAX
HBFBX vs HBLAX Comparison
Open Charts HBFBX vs HBLAX
Hennessy Balanced Investor
Price$11.74
Change-$0.12 (-1.01%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$14.26
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
HBFBX vs HBLAX Comparison Chart
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HBFBX vs. HBLAX commentary
Dec 19, 2024
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: 11.8B vs. HBFBX (12.5M). 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 : 8.79 vs. HBFBX (2.86). HBLAX return over 5 years is better than : 13.84 vs. HBFBX (3.26).
| 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 | 2.086 | 7.649 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 12.5M | 11.8B | 0% |
| Annual Yield % from dividends | 3.45 | 3.35 | 103% |
| Returns for 1 year | 2.86 | 8.79 | 33% |
| Returns for 3 years | 2.80 | 3.77 | 74% |
| Returns for 5 years | 3.26 | 13.84 | 24% |
| Returns for 10 years | 2.85 | 38.11 | 7% |
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