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HBFBX vs HBLYX
HBFBX vs HBLYX Comparison
Open Charts HBFBX vs HBLYX
Hennessy Balanced Investor
Price$12.26
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets12.84M
Hartford Balanced Income Y
Price$15.46
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets11.96B
HBFBX vs HBLYX Comparison Chart in %
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HBFBX vs. HBLYX commentary
Sep 13, 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. HBFBX (12.8M). HBLYX pays higher dividends than HBFBX: HBLYX (3.43) vs HBFBX (2.15). HBFBX was incepted earlier than HBLYX: HBFBX (30 years) vs HBLYX (19 years). HBFBX (1.82) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. HBFBX (57.00). 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 : 3.98 vs. HBFBX (3.16). HBLYX return over 5 years is better than : 18.28 vs. HBFBX (16.16).
| HBFBX | HBLYX | HBFBX / HBLYX | |
| Total Expense Ratio | 1.82 | 0.67 | 272% |
| Annual Report Gross Expense Ratio | 1.82 | 0.67 | 272% |
| Fund Existence | 30 years | 19 years | - |
| Gain YTD | 5.406 | 8.613 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 12B | 0% |
| Annual Yield % from dividends | 2.15 | 3.43 | 63% |
| Returns for 1 year | 3.16 | 3.98 | 79% |
| Returns for 3 years | 9.70 | 16.80 | 58% |
| Returns for 5 years | 16.16 | 18.28 | 88% |
| Returns for 10 years | 13.53 | 51.94 | 26% |
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