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HBFBX vs HBLIX
HBFBX vs HBLIX Comparison
Open Charts HBFBX vs HBLIX
Hennessy Balanced Investor
Price$12.26
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets12.84M
Hartford Balanced Income I
Price$15.22
Change+$0.11 (+0.73%)
VolumeN/A
Net Assets11.96B
HBFBX vs HBLIX Comparison Chart in %
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HBFBX vs. HBLIX commentary
Sep 13, 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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. HBFBX (12.8M). HBLIX pays higher dividends than HBFBX: HBLIX (3.50) vs HBFBX (2.15). HBFBX was incepted earlier than HBLIX: HBFBX (30 years) vs HBLIX (16 years). HBFBX (1.82) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. HBFBX (57.00). HBLIX has a lower initial minimum investment than HBFBX: HBLIX (2000) vs HBFBX (2500). HBLIX annual gain was more profitable for investors over the last year : 3.86 vs. HBFBX (3.16). HBLIX return over 5 years is better than : 18.17 vs. HBFBX (16.16).
| HBFBX | HBLIX | HBFBX / HBLIX | |
| Total Expense Ratio | 1.82 | 0.65 | 280% |
| Annual Report Gross Expense Ratio | 1.82 | 0.65 | 280% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | 5.406 | 8.534 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 12B | 0% |
| Annual Yield % from dividends | 2.15 | 3.50 | 62% |
| Returns for 1 year | 3.16 | 3.86 | 82% |
| Returns for 3 years | 9.70 | 16.70 | 58% |
| Returns for 5 years | 16.16 | 18.17 | 89% |
| Returns for 10 years | 13.53 | 51.44 | 26% |
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