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HBFBX vs HBLYX
HBFBX vs HBLYX Comparison
Open Charts HBFBX vs HBLYX
Hennessy Balanced Investor
Price$12.33
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets12.97M
Hartford Balanced Income Y
Price$15.32
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
HBFBX vs HBLYX Comparison Chart in %
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HBFBX vs. HBLYX commentary
Oct 08, 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 StrongBuy and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. HBFBX (13M). HBLYX pays higher dividends than HBFBX: HBLYX (3.44) vs HBFBX (2.03). 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). HBLYX annual gain was more profitable for investors over the last year : 3.59 vs. HBFBX (2.77). HBLYX return over 5 years is better than : 18.12 vs. HBFBX (16.86).
| 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 | 6.610 | 9.262 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 11.9B | 0% |
| Annual Yield % from dividends | 2.03 | 3.44 | 59% |
| Returns for 1 year | 2.77 | 3.59 | 77% |
| Returns for 3 years | 16.50 | 25.89 | 64% |
| Returns for 5 years | 16.86 | 18.12 | 93% |
| Returns for 10 years | 11.55 | 50.25 | 23% |
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