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HBFBX vs HBLIX
HBFBX vs HBLIX Comparison
Open Charts HBFBX vs HBLIX
Hennessy Balanced Investor
Price$11.87
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets12.41M
Hartford Balanced Income I
Price$14.38
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
HBFBX vs HBLIX Comparison Chart
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HBFBX vs. HBLIX commentary
Jan 19, 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 StrongBuy and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.1B vs. HBFBX (12.4M). HBLIX (3.59) and HBFBX (3.45) have matching dividends . HBFBX was incepted earlier than HBLIX: HBFBX (29 years) vs HBLIX (15 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. HBFBX (22.00). 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 : 6.30 vs. HBFBX (3.49). HBLIX return over 5 years is better than : 9.44 vs. HBFBX (3.42).
| HBFBX | HBLIX | HBFBX / HBLIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 1.366 | 1.410 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4M | 12.1B | 0% |
| Annual Yield % from dividends | 3.45 | 3.59 | 96% |
| Returns for 1 year | 3.49 | 6.30 | 55% |
| Returns for 3 years | 0.78 | 1.16 | 67% |
| Returns for 5 years | 3.42 | 9.44 | 36% |
| Returns for 10 years | 3.49 | 36.30 | 10% |
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