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HBFBX vs HBLFX
HBFBX vs HBLFX Comparison
Open Charts HBFBX vs HBLFX
Hennessy Balanced Investor
Price$12.22
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets13.35M
Hartford Balanced Income F
Price$14.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
HBFBX vs HBLFX Comparison Chart in %
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HBFBX vs. HBLFX commentary
Jul 07, 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 HBLFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12B vs. HBFBX (13.4M). HBLFX pays higher dividends than HBFBX: HBLFX (3.66) vs HBFBX (2.18). HBFBX was incepted earlier than HBLFX: HBFBX (29 years) vs HBLFX (8 years). HBFBX (1.82) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. HBFBX (57.00). HBFBX has a lower initial minimum investment than HBLFX: HBFBX (2500) vs HBLFX (1000000). HBFBX (7.14) and HBLFX (7.06) have marching annual gain over last year. HBLFX return over 5 years is better than : 19.90 vs. HBFBX (17.74).
| HBFBX | HBLFX | HBFBX / HBLFX | |
| Total Expense Ratio | 1.82 | 0.56 | 325% |
| Annual Report Gross Expense Ratio | 1.82 | 0.56 | 325% |
| Fund Existence | 29 years | 8 years | - |
| Gain YTD | 5.406 | 6.356 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 12B | 0% |
| Annual Yield % from dividends | 2.18 | 3.66 | 59% |
| Returns for 1 year | 7.14 | 7.06 | 101% |
| Returns for 3 years | 8.77 | 17.35 | 51% |
| Returns for 5 years | 17.74 | 19.90 | 89% |
| Returns for 10 years | 9.28 | N/A | - |
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