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HBFBX vs HBLTX
HBFBX vs HBLTX Comparison
Open Charts HBFBX vs HBLTX
Hennessy Balanced Investor
Price$11.92
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets13.08M
Hartford Balanced Income R5
Price$14.42
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.63B
HBFBX vs HBLTX Comparison Chart
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HBFBX vs. HBLTX commentary
May 23, 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 Buy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.6B vs. HBFBX (13.1M). HBLTX pays higher dividends than HBFBX: HBLTX (3.60) vs HBFBX (2.34). HBFBX was incepted earlier than HBLTX: HBFBX (29 years) vs HBLTX (15 years). HBFBX (1.82) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. HBFBX (57.00). HBLTX has a lower initial minimum investment than HBFBX: HBLTX (0) vs HBFBX (2500). HBFBX (2.21) and HBLTX (2.16) have marching annual gain over last year. HBLTX return over 5 years is better than : 18.20 vs. HBFBX (15.46).
| HBFBX | HBLTX | HBFBX / HBLTX | |
| Total Expense Ratio | 1.82 | 0.66 | 276% |
| Annual Report Gross Expense Ratio | 1.82 | 0.66 | 276% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 2.448 | 1.989 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1M | 11.6B | 0% |
| Annual Yield % from dividends | 2.34 | 3.60 | 65% |
| Returns for 1 year | 2.21 | 2.16 | 102% |
| Returns for 3 years | 2.10 | 9.42 | 22% |
| Returns for 5 years | 15.46 | 18.20 | 85% |
| Returns for 10 years | 4.09 | 35.03 | 12% |
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