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HBFBX vs HBLYX
HBFBX vs HBLYX Comparison
Open Charts HBFBX vs HBLYX
Hennessy Balanced Investor
Price$12.11
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets13.16M
Hartford Balanced Income Y
Price$14.84
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
HBFBX vs HBLYX Comparison Chart
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HBFBX vs. HBLYX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. HBFBX (13.2M). HBLYX pays higher dividends than HBFBX: HBLYX (3.53) vs HBFBX (2.32). 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 (4.74) and HBFBX (4.72) have marching annual gain over last year. HBLYX return over 5 years is better than : 17.48 vs. HBFBX (15.32).
| 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 | 3.906 | 4.081 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 11.8B | 0% |
| Annual Yield % from dividends | 2.32 | 3.53 | 66% |
| Returns for 1 year | 4.72 | 4.74 | 100% |
| Returns for 3 years | 6.50 | 16.70 | 39% |
| Returns for 5 years | 15.32 | 17.48 | 88% |
| Returns for 10 years | 6.94 | 40.09 | 17% |
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