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HBFBX vs HBLSX
HBFBX vs HBLSX Comparison
Open Charts HBFBX vs HBLSX
Hennessy Balanced Investor
Price$12.10
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets13.11M
Hartford Balanced Income R4
Price$14.86
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.77B
HBFBX vs HBLSX Comparison Chart in %
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HBFBX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. HBFBX (13.1M). HBLSX pays higher dividends than HBFBX: HBLSX (3.24) vs HBFBX (2.19). 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). HBLSX annual gain was more profitable for investors over the last year : 3.00 vs. HBFBX (2.57). HBFBX return over 5 years is better than : 14.55 vs. HBLSX (12.89).
| 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 | 3.940 | 5.383 | 73% |
| 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 | 3.24 | 68% |
| Returns for 1 year | 2.57 | 3.00 | 86% |
| Returns for 3 years | 7.44 | 11.65 | 64% |
| Returns for 5 years | 14.55 | 12.89 | 113% |
| Returns for 10 years | 8.20 | 39.34 | 21% |
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