Interact to see
Advertisement
Advertisement
HBFBX vs HBLRX
HBFBX vs HBLRX Comparison
Open Charts HBFBX vs HBLRX
Hennessy Balanced Investor
Price$12.33
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets12.97M
Hartford Balanced Income R3
Price$15.17
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
HBFBX vs HBLRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBFBX vs. HBLRX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. HBFBX (13M). HBLRX pays higher dividends than HBFBX: HBLRX (2.89) vs HBFBX (2.03). HBFBX was incepted earlier than HBLRX: HBFBX (30 years) vs HBLRX (15 years). HBFBX (1.82) is less costly to investors than HBLRX (1.28). HBLRX is a more actively managed with annual turnover of: 61.00 vs. HBFBX (57.00). 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 : 2.92 vs. HBFBX (2.77). HBFBX return over 5 years is better than : 16.86 vs. HBLRX (14.64).
| HBFBX | HBLRX | HBFBX / HBLRX | |
| Total Expense Ratio | 1.82 | 1.28 | 142% |
| Annual Report Gross Expense Ratio | 1.82 | 1.28 | 142% |
| Fund Existence | 30 years | 15 years | - |
| Gain YTD | 6.610 | 8.712 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 11.9B | 0% |
| Annual Yield % from dividends | 2.03 | 2.89 | 70% |
| Returns for 1 year | 2.77 | 2.92 | 95% |
| Returns for 3 years | 16.50 | 23.58 | 70% |
| Returns for 5 years | 16.86 | 14.64 | 115% |
| Returns for 10 years | 11.55 | 42.17 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers