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HBFBX vs HBLSX
HBFBX vs HBLSX Comparison
Open Charts HBFBX vs HBLSX
Hennessy Balanced Investor
Price$12.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets13.18M
Hartford Balanced Income R4
Price$15.16
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.6B
HBFBX vs HBLSX Comparison Chart in %
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HBFBX vs. HBLSX commentary
Nov 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. HBFBX (13.2M). HBLSX pays higher dividends than HBFBX: HBLSX (3.19) vs HBFBX (2.00). HBFBX was incepted earlier than HBLSX: HBFBX (30 years) vs HBLSX (16 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). HBFBX annual gain was more profitable for investors over the last year : 5.97 vs. HBLSX (2.56). HBFBX return over 5 years is better than : 15.07 vs. HBLSX (11.40).
| 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 | 16 years | - |
| Gain YTD | 9.470 | 8.741 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 11.6B | 0% |
| Annual Yield % from dividends | 2.00 | 3.19 | 63% |
| Returns for 1 year | 5.97 | 2.56 | 233% |
| Returns for 3 years | 9.73 | 14.64 | 66% |
| Returns for 5 years | 15.07 | 11.40 | 132% |
| Returns for 10 years | 12.78 | 43.01 | 30% |
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