Interact to see
Advertisement
Advertisement
HBFBX vs HBLYX
HBFBX vs HBLYX Comparison
Open Charts HBFBX vs HBLYX
Hennessy Balanced Investor
Price$12.22
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets13.35M
Hartford Balanced Income Y
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
HBFBX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBFBX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. HBFBX (13.4M). HBLYX pays higher dividends than HBFBX: HBLYX (3.51) vs HBFBX (2.18). HBFBX was incepted earlier than HBLYX: HBFBX (29 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). HBFBX (7.14) and HBLYX (6.98) have marching annual gain over last year. HBLYX return over 5 years is better than : 19.46 vs. HBFBX (17.74).
| HBFBX | HBLYX | HBFBX / HBLYX | |
| Total Expense Ratio | 1.82 | 0.67 | 272% |
| Annual Report Gross Expense Ratio | 1.82 | 0.67 | 272% |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | 5.406 | 6.278 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 12B | 0% |
| Annual Yield % from dividends | 2.18 | 3.51 | 62% |
| Returns for 1 year | 7.14 | 6.98 | 102% |
| Returns for 3 years | 8.77 | 17.09 | 51% |
| Returns for 5 years | 17.74 | 19.46 | 91% |
| Returns for 10 years | 9.28 | 44.69 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DXJ | 115.12 | 1.74 | +1.53% |
| WisdomTree Japan Hedged Equity ETF | |||
| PJFG | 104.26 | 1.37 | +1.33% |
| PGIM Jennison Focused Growth ETF | |||
| VCV | 10.54 | 0.08 | +0.76% |
| INVESCO CALIFORNIA VALUE MUNI Income TRUST | |||
| FTDS | 53.65 | 0.14 | +0.27% |
| First Trust Dividend Strength ETF | |||
| ACGR | 59.65 | N/A | N/A |
| American Century Large Cap Growth ETF | |||