Interact to see
Advertisement
Advertisement
HBFBX vs HBLRX
HBFBX vs HBLRX Comparison
Open Charts HBFBX vs HBLRX
Hennessy Balanced Investor
Price$12.10
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets13.11M
Hartford Balanced Income R3
Price$14.85
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.77B
HBFBX vs HBLRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBFBX vs. HBLRX commentary
Aug 05, 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: 11.8B vs. HBFBX (13.1M). HBLRX pays higher dividends than HBFBX: HBLRX (2.94) vs HBFBX (2.19). 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). HBLRX (2.69) and HBFBX (2.57) have marching annual gain over last year. HBFBX return over 5 years is better than : 14.55 vs. HBLRX (11.26).
| 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 | 3.940 | 5.160 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1M | 11.8B | 0% |
| Annual Yield % from dividends | 2.19 | 2.94 | 74% |
| Returns for 1 year | 2.57 | 2.69 | 96% |
| Returns for 3 years | 7.44 | 10.66 | 70% |
| Returns for 5 years | 14.55 | 11.26 | 129% |
| Returns for 10 years | 8.20 | 35.76 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement