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HBFBX vs HBLRX
HBFBX vs HBLRX Comparison
Open Charts HBFBX vs HBLRX
Hennessy Balanced Investor
Price$11.87
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets12.41M
Hartford Balanced Income R3
Price$14.45
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
HBFBX vs HBLRX Comparison Chart
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HBFBX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.1B vs. HBFBX (12.4M). HBFBX pays higher dividends than HBLRX: HBFBX (3.45) vs HBLRX (2.97). HBFBX was incepted earlier than HBLRX: HBFBX (29 years) vs HBLRX (15 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. HBFBX (22.00). HBLRX has a lower initial minimum investment than HBFBX: HBLRX (0) vs HBFBX (2500). HBLRX annual gain was more profitable for investors over the last year : 5.60 vs. HBFBX (3.49). HBLRX return over 5 years is better than : 6.54 vs. HBFBX (3.42).
| HBFBX | HBLRX | HBFBX / HBLRX | |
| 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 | 1.332 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4M | 12.1B | 0% |
| Annual Yield % from dividends | 3.45 | 2.97 | 116% |
| Returns for 1 year | 3.49 | 5.60 | 62% |
| Returns for 3 years | 0.78 | -0.72 | -108% |
| Returns for 5 years | 3.42 | 6.54 | 52% |
| Returns for 10 years | 3.49 | 29.77 | 12% |
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