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HBFBX vs HBLRX
HBFBX vs HBLRX Comparison
Open Charts HBFBX vs HBLRX
Hennessy Balanced Investor
Price$12.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets13.18M
Hartford Balanced Income R3
Price$15.15
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.6B
HBFBX vs HBLRX Comparison Chart in %
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HBFBX vs. HBLRX commentary
Nov 25, 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. HBFBX (13.2M). HBLRX pays higher dividends than HBFBX: HBLRX (2.90) vs HBFBX (2.00). HBFBX was incepted earlier than HBLRX: HBFBX (30 years) vs HBLRX (16 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 : 5.97 vs. HBLRX (2.45). HBFBX return over 5 years is better than : 15.07 vs. HBLRX (10.02).
| 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 | 16 years | - |
| Gain YTD | 9.470 | 8.641 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 11.6B | 0% |
| Annual Yield % from dividends | 2.00 | 2.90 | 69% |
| Returns for 1 year | 5.97 | 2.45 | 244% |
| Returns for 3 years | 9.73 | 13.85 | 70% |
| Returns for 5 years | 15.07 | 10.02 | 150% |
| Returns for 10 years | 12.78 | 39.64 | 32% |
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