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HBFBX vs HBLVX
HBFBX vs HBLVX Comparison
Open Charts HBFBX vs HBLVX
Hennessy Balanced Investor
Price$11.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.26
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
HBFBX vs HBLVX Comparison Chart
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HBFBX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.4B vs. HBFBX (12.6M). HBLVX (3.62) and HBFBX (3.45) have matching dividends . HBFBX was incepted earlier than HBLVX: HBFBX (29 years) vs HBLVX (10 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. HBFBX (22.00). HBLVX has a lower initial minimum investment than HBFBX: HBLVX (0) vs HBFBX (2500). HBLVX annual gain was more profitable for investors over the last year : 15.66 vs. HBFBX (7.84). HBLVX return over 5 years is better than : 16.88 vs. HBFBX (0.73).
| HBFBX | HBLVX | HBFBX / HBLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 3.205 | 8.147 | 39% |
| 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 | 3.62 | 96% |
| Returns for 1 year | 7.84 | 15.66 | 50% |
| Returns for 3 years | 0.34 | 0.03 | 1,315% |
| Returns for 5 years | 0.73 | 16.88 | 4% |
| Returns for 10 years | -1.47 | 40.71 | -4% |
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