Ad is loading...
Ad is loading...
HBFBX vs HBLYX
HBFBX vs HBLYX Comparison
Open Charts HBFBX vs HBLYX
Hennessy Balanced Investor
Price$11.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$15.26
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
HBFBX vs HBLYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBFBX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.4B vs. HBFBX (12.6M). 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 : 15.46 vs. HBFBX (7.84). HBLYX return over 5 years is better than : 16.30 vs. HBFBX (0.73).
| 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 | 3.205 | 7.985 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6M | 12.4B | 0% |
| Annual Yield % from dividends | 3.45 | 3.51 | 98% |
| Returns for 1 year | 7.84 | 15.46 | 51% |
| Returns for 3 years | 0.34 | -0.32 | -105% |
| Returns for 5 years | 0.73 | 16.30 | 4% |
| Returns for 10 years | -1.47 | 39.87 | -4% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers