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HBFBX vs HBLRX
HBFBX vs HBLRX Comparison
Open Charts HBFBX vs HBLRX
Hennessy Balanced Investor
Price$11.80
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets12.76M
Hartford Balanced Income R3
Price$14.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
HBFBX vs HBLRX Comparison Chart
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HBFBX vs. HBLRX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.5B vs. HBFBX (12.8M). HBLRX pays higher dividends than HBFBX: HBLRX (2.96) vs HBFBX (2.28). HBFBX was incepted earlier than HBLRX: HBFBX (29 years) vs HBLRX (15 years). HBFBX (1.85) 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 : 3.59 vs. HBFBX (2.74). HBLRX (13.11) and HBFBX (12.91) have equivalent 5 years return.
| HBFBX | HBLRX | HBFBX / HBLRX | |
| Total Expense Ratio | 1.85 | 1.28 | 145% |
| Annual Report Gross Expense Ratio | 1.85 | 1.28 | 145% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 0.732 | -0.144 | -507% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 11.5B | 0% |
| Annual Yield % from dividends | 2.28 | 2.96 | 77% |
| Returns for 1 year | 2.74 | 3.59 | 76% |
| Returns for 3 years | -0.18 | 2.17 | -8% |
| Returns for 5 years | 12.91 | 13.11 | 98% |
| Returns for 10 years | 2.76 | 25.52 | 11% |
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