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HBFBX vs HBLYX
HBFBX vs HBLYX Comparison
Open Charts HBFBX vs HBLYX
Hennessy Balanced Investor
Price$12.10
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets13.11M
Hartford Balanced Income Y
Price$15.00
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.77B
HBFBX vs HBLYX Comparison Chart in %
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HBFBX vs. HBLYX commentary
Aug 05, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. HBFBX (13.1M). HBLYX pays higher dividends than HBFBX: HBLYX (3.51) vs HBFBX (2.19). 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). HBLYX annual gain was more profitable for investors over the last year : 3.36 vs. HBFBX (2.57). HBLYX (14.58) and HBFBX (14.55) have equivalent 5 years return.
| 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 | 3.940 | 5.571 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1M | 11.8B | 0% |
| Annual Yield % from dividends | 2.19 | 3.51 | 62% |
| Returns for 1 year | 2.57 | 3.36 | 77% |
| Returns for 3 years | 7.44 | 12.68 | 59% |
| Returns for 5 years | 14.55 | 14.58 | 100% |
| Returns for 10 years | 8.20 | 43.30 | 19% |
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