Ad is loading...
Ad is loading...
HBFBX vs HBLSX
HBFBX vs HBLSX Comparison
Open Charts HBFBX vs HBLSX
Hennessy Balanced Investor
Price$11.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$15.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
HBFBX vs HBLSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBFBX vs. HBLSX commentary
Nov 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 Sell and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.4B vs. HBFBX (12.6M). HBFBX pays higher dividends than HBLSX: HBFBX (3.45) vs HBLSX (3.25). HBFBX was incepted earlier than HBLSX: HBFBX (29 years) vs HBLSX (14 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 : 15.11 vs. HBFBX (7.84). HBLSX return over 5 years is better than : 14.63 vs. HBFBX (0.73).
| HBFBX | HBLSX | HBFBX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 3.205 | 7.754 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6M | 12.4B | 0% |
| Annual Yield % from dividends | 3.45 | 3.25 | 106% |
| Returns for 1 year | 7.84 | 15.11 | 52% |
| Returns for 3 years | 0.34 | -1.26 | -27% |
| Returns for 5 years | 0.73 | 14.63 | 5% |
| Returns for 10 years | -1.47 | 36.01 | -4% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers