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HBFBX vs HBLIX
HBFBX vs HBLIX Comparison
Open Charts HBFBX vs HBLIX
Hennessy Balanced Investor
Price$12.10
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets13.11M
Hartford Balanced Income I
Price$14.78
Change+$0.09 (+0.61%)
VolumeN/A
Net Assets11.77B
HBFBX vs HBLIX Comparison Chart in %
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HBFBX vs. HBLIX commentary
Aug 05, 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 Hold and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. HBFBX (13.1M). HBLIX pays higher dividends than HBFBX: HBLIX (3.58) vs HBFBX (2.19). HBFBX was incepted earlier than HBLIX: HBFBX (29 years) vs HBLIX (15 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 : 3.29 vs. HBFBX (2.57). HBFBX (14.55) and HBLIX (14.50) have equivalent 5 years return.
| HBFBX | HBLIX | HBFBX / HBLIX | |
| Total Expense Ratio | 1.82 | 0.65 | 280% |
| Annual Report Gross Expense Ratio | 1.82 | 0.65 | 280% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 3.940 | 5.517 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1M | 11.8B | 0% |
| Annual Yield % from dividends | 2.19 | 3.58 | 61% |
| Returns for 1 year | 2.57 | 3.29 | 78% |
| Returns for 3 years | 7.44 | 12.60 | 59% |
| Returns for 5 years | 14.55 | 14.50 | 100% |
| Returns for 10 years | 8.20 | 42.82 | 19% |
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