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HBFBX vs HBLTX
HBFBX vs HBLTX Comparison
Open Charts HBFBX vs HBLTX
Hennessy Balanced Investor
Price$12.22
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets13.35M
Hartford Balanced Income R5
Price$14.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
HBFBX vs HBLTX Comparison Chart in %
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HBFBX vs. HBLTX commentary
Jul 07, 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: 12B vs. HBFBX (13.4M). HBLTX pays higher dividends than HBFBX: HBLTX (3.54) vs HBFBX (2.18). 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 (7.14) and HBLTX (6.97) have marching annual gain over last year. HBLTX return over 5 years is better than : 19.41 vs. HBFBX (17.74).
| 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 | 5.406 | 6.253 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 12B | 0% |
| Annual Yield % from dividends | 2.18 | 3.54 | 62% |
| Returns for 1 year | 7.14 | 6.97 | 102% |
| Returns for 3 years | 8.77 | 17.02 | 52% |
| Returns for 5 years | 17.74 | 19.41 | 91% |
| Returns for 10 years | 9.28 | 44.20 | 21% |
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