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HBFBX vs HBLTX
HBFBX vs HBLTX Comparison
Open Charts HBFBX vs HBLTX
Hennessy Balanced Investor
Price$11.74
Change-$0.12 (-1.01%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$14.37
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
HBFBX vs HBLTX Comparison Chart
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HBFBX vs. HBLTX commentary
Dec 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 Hold and HBLTX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. HBFBX (12.5M). HBLTX (3.54) and HBFBX (3.45) have matching dividends . HBFBX was incepted earlier than HBLTX: HBFBX (29 years) vs HBLTX (15 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 : 9.10 vs. HBFBX (2.86). HBLTX return over 5 years is better than : 15.08 vs. HBFBX (3.26).
| HBFBX | HBLTX | HBFBX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 2.086 | 7.912 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5M | 11.8B | 0% |
| Annual Yield % from dividends | 3.45 | 3.54 | 98% |
| Returns for 1 year | 2.86 | 9.10 | 31% |
| Returns for 3 years | 2.80 | 4.50 | 62% |
| Returns for 5 years | 3.26 | 15.08 | 22% |
| Returns for 10 years | 2.85 | 40.97 | 7% |
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