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HBFBX vs HBLFX
HBFBX vs HBLFX Comparison
Open Charts HBFBX vs HBLFX
Hennessy Balanced Investor
Price$11.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income F
Price$15.05
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
HBFBX vs HBLFX Comparison Chart
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HBFBX vs. HBLFX commentary
Nov 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 Sell and HBLFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.4B vs. HBFBX (12.6M). HBLFX pays higher dividends than HBFBX: HBLFX (3.67) vs HBFBX (3.45). HBFBX was incepted earlier than HBLFX: HBFBX (29 years) vs HBLFX (8 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. HBFBX (22.00). HBFBX has a lower initial minimum investment than HBLFX: HBFBX (2500) vs HBLFX (1000000). HBLFX annual gain was more profitable for investors over the last year : 15.65 vs. HBFBX (7.84). HBLFX return over 5 years is better than : 16.65 vs. HBFBX (0.73).
| HBFBX | HBLFX | HBFBX / HBLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 8 years | - |
| Gain YTD | 3.205 | 8.116 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6M | 12.4B | 0% |
| Annual Yield % from dividends | 3.45 | 3.67 | 94% |
| Returns for 1 year | 7.84 | 15.65 | 50% |
| Returns for 3 years | 0.34 | -0.09 | -371% |
| Returns for 5 years | 0.73 | 16.65 | 4% |
| Returns for 10 years | -1.47 | N/A | - |
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