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HBFBX vs HBLSX
HBFBX vs HBLSX Comparison
Open Charts HBFBX vs HBLSX
Hennessy Balanced Investor
Price$11.80
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets12.76M
Hartford Balanced Income R4
Price$14.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
HBFBX vs HBLSX Comparison Chart
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HBFBX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.5B vs. HBFBX (12.8M). HBLSX pays higher dividends than HBFBX: HBLSX (3.26) vs HBFBX (2.28). HBFBX was incepted earlier than HBLSX: HBFBX (29 years) vs HBLSX (15 years). HBFBX (1.85) 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 : 3.92 vs. HBFBX (2.74). HBLSX return over 5 years is better than : 14.66 vs. HBFBX (12.91).
| HBFBX | HBLSX | HBFBX / HBLSX | |
| Total Expense Ratio | 1.85 | 0.96 | 193% |
| Annual Report Gross Expense Ratio | 1.85 | 0.96 | 193% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 0.732 | -0.073 | -1,004% |
| 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 | 3.26 | 70% |
| Returns for 1 year | 2.74 | 3.92 | 70% |
| Returns for 3 years | -0.18 | 3.01 | -6% |
| Returns for 5 years | 12.91 | 14.66 | 88% |
| Returns for 10 years | 2.76 | 28.69 | 10% |
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