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HBFBX vs HBLSX
HBFBX vs HBLSX Comparison
Open Charts HBFBX vs HBLSX
Hennessy Balanced Investor
Price$11.92
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets13.08M
Hartford Balanced Income R4
Price$14.39
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.63B
HBFBX vs HBLSX Comparison Chart
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HBFBX vs. HBLSX commentary
May 23, 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. HBFBX (13.1M). HBLSX pays higher dividends than HBFBX: HBLSX (3.30) vs HBFBX (2.34). HBFBX was incepted earlier than HBLSX: HBFBX (29 years) vs HBLSX (15 years). HBFBX (1.82) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. HBFBX (57.00). HBLSX has a lower initial minimum investment than HBFBX: HBLSX (0) vs HBFBX (2500). HBFBX annual gain was more profitable for investors over the last year : 2.21 vs. HBLSX (1.78). HBLSX return over 5 years is better than : 16.51 vs. HBFBX (15.46).
| HBFBX | HBLSX | HBFBX / HBLSX | |
| Total Expense Ratio | 1.82 | 0.96 | 190% |
| Annual Report Gross Expense Ratio | 1.82 | 0.96 | 190% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 2.448 | 1.837 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1M | 11.6B | 0% |
| Annual Yield % from dividends | 2.34 | 3.30 | 71% |
| Returns for 1 year | 2.21 | 1.78 | 124% |
| Returns for 3 years | 2.10 | 8.42 | 25% |
| Returns for 5 years | 15.46 | 16.51 | 94% |
| Returns for 10 years | 4.09 | 31.72 | 13% |
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