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HBFBX vs HBLSX
HBFBX vs HBLSX Comparison
Open Charts HBFBX vs HBLSX
Hennessy Balanced Investor
Price$11.74
Change-$0.12 (-1.01%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.34
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
HBFBX vs HBLSX Comparison Chart
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HBFBX vs. HBLSX commentary
Dec 19, 2024
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 (12.5M). HBFBX pays higher dividends than HBLSX: HBFBX (3.45) vs HBLSX (3.25). HBFBX was incepted earlier than HBLSX: HBFBX (29 years) vs HBLSX (15 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. HBFBX (22.00). 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 : 8.72 vs. HBFBX (2.86). HBLSX return over 5 years is better than : 13.56 vs. HBFBX (3.26).
| HBFBX | HBLSX | HBFBX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 2.086 | 7.612 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5M | 11.8B | 0% |
| Annual Yield % from dividends | 3.45 | 3.25 | 106% |
| Returns for 1 year | 2.86 | 8.72 | 33% |
| Returns for 3 years | 2.80 | 3.55 | 79% |
| Returns for 5 years | 3.26 | 13.56 | 24% |
| Returns for 10 years | 2.85 | 37.62 | 8% |
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