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HBFBX vs HBLYX
HBFBX vs HBLYX Comparison
Open Charts HBFBX vs HBLYX
Hennessy Balanced Investor
Price$11.74
Change-$0.12 (-1.01%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.48
Change-$0.22 (-1.50%)
VolumeN/A
CapitalizationN/A
HBFBX vs HBLYX Comparison Chart
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HBFBX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. HBFBX (12.5M). HBLYX (3.51) and HBFBX (3.45) have matching dividends . HBFBX was incepted earlier than HBLYX: HBFBX (29 years) vs HBLYX (18 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. HBFBX (22.00). HBFBX has a lower initial minimum investment than HBLYX: HBFBX (2500) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 9.02 vs. HBFBX (2.86). HBLYX return over 5 years is better than : 15.15 vs. HBFBX (3.26).
| HBFBX | HBLYX | HBFBX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 18 years | - |
| Gain YTD | 2.086 | 7.844 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5M | 11.8B | 0% |
| Annual Yield % from dividends | 3.45 | 3.51 | 98% |
| Returns for 1 year | 2.86 | 9.02 | 32% |
| Returns for 3 years | 2.80 | 4.49 | 62% |
| Returns for 5 years | 3.26 | 15.15 | 22% |
| Returns for 10 years | 2.85 | 41.42 | 7% |
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