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HBFBX vs HBLTX
HBFBX vs HBLTX Comparison
Open Charts HBFBX vs HBLTX
Hennessy Balanced Investor
Price$11.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.19
Change+$0.05 (+0.33%)
VolumeN/A
CapitalizationN/A
HBFBX vs HBLTX Comparison Chart
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HBFBX vs. HBLTX 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.4B vs. HBFBX (12.6M). HBLTX (3.54) and HBFBX (3.45) have matching dividends . HBFBX was incepted earlier than HBLTX: HBFBX (29 years) vs HBLTX (14 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. HBFBX (22.00). HBLTX has a lower initial minimum investment than HBFBX: HBLTX (0) vs HBFBX (2500). HBLTX annual gain was more profitable for investors over the last year : 15.43 vs. HBFBX (7.84). HBLTX return over 5 years is better than : 16.16 vs. HBFBX (0.73).
| HBFBX | HBLTX | HBFBX / HBLTX | |
| 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 | 7.983 | 40% |
| 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 | 3.54 | 98% |
| Returns for 1 year | 7.84 | 15.43 | 51% |
| Returns for 3 years | 0.34 | -0.41 | -82% |
| Returns for 5 years | 0.73 | 16.16 | 5% |
| Returns for 10 years | -1.47 | 39.33 | -4% |
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