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HBFBX vs HBLSX
HBFBX vs HBLSX Comparison
Open Charts HBFBX vs HBLSX
Hennessy Balanced Investor
Price$12.05
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets13.11M
Hartford Balanced Income R4
Price$14.69
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.76B
HBFBX vs HBLSX Comparison Chart in %
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HBFBX vs. HBLSX commentary
Jun 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. HBFBX (13.1M). HBLSX pays higher dividends than HBFBX: HBLSX (3.26) vs HBFBX (2.32). 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 : 4.11 vs. HBFBX (3.58). HBLSX (14.47) and HBFBX (14.43) 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 | 29 years | 15 years | - |
| Gain YTD | 3.477 | 3.817 | 91% |
| 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 | 2.32 | 3.26 | 71% |
| Returns for 1 year | 3.58 | 4.11 | 87% |
| Returns for 3 years | 6.42 | 15.41 | 42% |
| Returns for 5 years | 14.43 | 14.47 | 100% |
| Returns for 10 years | 5.73 | 35.56 | 16% |
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