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HBFBX vs HBLSX
HBFBX vs HBLSX Comparison
Open Charts HBFBX vs HBLSX
Hennessy Balanced Investor
Price$12.33
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets12.97M
Hartford Balanced Income R4
Price$15.18
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
HBFBX vs HBLSX Comparison Chart in %
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HBFBX vs. HBLSX commentary
Oct 08, 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 StrongBuy and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. HBFBX (13M). HBLSX pays higher dividends than HBFBX: HBLSX (3.18) vs HBFBX (2.03). HBFBX was incepted earlier than HBLSX: HBFBX (30 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 : 3.31 vs. HBFBX (2.77). HBFBX (16.86) and HBLSX (16.30) 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 | 30 years | 15 years | - |
| Gain YTD | 6.610 | 9.028 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 11.9B | 0% |
| Annual Yield % from dividends | 2.03 | 3.18 | 64% |
| Returns for 1 year | 2.77 | 3.31 | 84% |
| Returns for 3 years | 16.50 | 24.78 | 67% |
| Returns for 5 years | 16.86 | 16.30 | 103% |
| Returns for 10 years | 11.55 | 45.99 | 25% |
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