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HBFBX vs HBLYX
HBFBX vs HBLYX Comparison
Open Charts HBFBX vs HBLYX
Hennessy Balanced Investor
Price$12.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets13.18M
Hartford Balanced Income Y
Price$15.31
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.6B
HBFBX vs HBLYX Comparison Chart in %
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HBFBX vs. HBLYX commentary
Nov 25, 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 Hold and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. HBFBX (13.2M). HBLYX pays higher dividends than HBFBX: HBLYX (3.44) vs HBFBX (2.00). 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). HBFBX annual gain was more profitable for investors over the last year : 5.97 vs. HBLYX (2.91). HBFBX return over 5 years is better than : 15.07 vs. HBLYX (13.11).
| 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 | 9.470 | 9.048 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 11.6B | 0% |
| Annual Yield % from dividends | 2.00 | 3.44 | 58% |
| Returns for 1 year | 5.97 | 2.91 | 205% |
| Returns for 3 years | 9.73 | 15.74 | 62% |
| Returns for 5 years | 15.07 | 13.11 | 115% |
| Returns for 10 years | 12.78 | 47.19 | 27% |
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