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HBFBX vs HBLRX
HBFBX vs HBLRX Comparison
Open Charts HBFBX vs HBLRX
Hennessy Balanced Investor
Price$12.11
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets13.16M
Hartford Balanced Income R3
Price$14.68
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
HBFBX vs HBLRX Comparison Chart
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HBFBX vs. HBLRX commentary
Jun 15, 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. HBFBX (13.2M). HBLRX pays higher dividends than HBFBX: HBLRX (2.96) vs HBFBX (2.32). HBFBX was incepted earlier than HBLRX: HBFBX (29 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). HBFBX annual gain was more profitable for investors over the last year : 4.72 vs. HBLRX (4.07). HBFBX return over 5 years is better than : 15.32 vs. HBLRX (14.18).
| HBFBX | HBLRX | HBFBX / HBLRX | |
| Total Expense Ratio | 1.82 | 1.28 | 142% |
| Annual Report Gross Expense Ratio | 1.82 | 1.28 | 142% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 3.906 | 3.742 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 11.8B | 0% |
| Annual Yield % from dividends | 2.32 | 2.96 | 78% |
| Returns for 1 year | 4.72 | 4.07 | 116% |
| Returns for 3 years | 6.50 | 14.55 | 45% |
| Returns for 5 years | 15.32 | 14.18 | 108% |
| Returns for 10 years | 6.94 | 32.82 | 21% |
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