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HBFBX vs HBLSX
HBFBX vs HBLSX Comparison
Open Charts HBFBX vs HBLSX
Hennessy Balanced Investor
Price$11.87
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets12.41M
Hartford Balanced Income R4
Price$14.46
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
HBFBX vs HBLSX Comparison Chart
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HBFBX vs. HBLSX commentary
Jan 19, 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. HBFBX (12.4M). HBFBX pays higher dividends than HBLSX: HBFBX (3.45) vs HBLSX (3.25). HBFBX was incepted earlier than HBLSX: HBFBX (29 years) vs HBLSX (15 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. HBFBX (22.00). HBLSX has a lower initial minimum investment than HBFBX: HBLSX (0) vs HBFBX (2500). HBLSX annual gain was more profitable for investors over the last year : 5.93 vs. HBFBX (3.49). HBLSX return over 5 years is better than : 7.95 vs. HBFBX (3.42).
| HBFBX | HBLSX | HBFBX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 1.366 | 1.403 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4M | 12.1B | 0% |
| Annual Yield % from dividends | 3.45 | 3.25 | 106% |
| Returns for 1 year | 3.49 | 5.93 | 59% |
| Returns for 3 years | 0.78 | 0.23 | 345% |
| Returns for 5 years | 3.42 | 7.95 | 43% |
| Returns for 10 years | 3.49 | 33.07 | 11% |
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