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HBFBX vs HBLSX
HBFBX vs HBLSX Comparison
Open Charts HBFBX vs HBLSX
Hennessy Balanced Investor
Price$12.26
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets12.84M
Hartford Balanced Income R4
Price$15.31
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets11.96B
HBFBX vs HBLSX Comparison Chart in %
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HBFBX vs. HBLSX commentary
Sep 13, 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: 12B vs. HBFBX (12.8M). HBLSX pays higher dividends than HBFBX: HBLSX (3.17) vs HBFBX (2.15). HBFBX was incepted earlier than HBLSX: HBFBX (30 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). HBLSX annual gain was more profitable for investors over the last year : 3.63 vs. HBFBX (3.16). HBLSX (16.49) and HBFBX (16.16) have equivalent 5 years return.
| HBFBX | HBLSX | HBFBX / HBLSX | |
| Total Expense Ratio | 1.82 | 0.96 | 190% |
| Annual Report Gross Expense Ratio | 1.82 | 0.96 | 190% |
| Fund Existence | 30 years | 15 years | - |
| Gain YTD | 5.406 | 8.377 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 12B | 0% |
| Annual Yield % from dividends | 2.15 | 3.17 | 68% |
| Returns for 1 year | 3.16 | 3.63 | 87% |
| Returns for 3 years | 9.70 | 15.69 | 62% |
| Returns for 5 years | 16.16 | 16.49 | 98% |
| Returns for 10 years | 13.53 | 47.71 | 28% |
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