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HBFBX vs HBLYX
HBFBX vs HBLYX Comparison
Open Charts HBFBX vs HBLYX
Hennessy Balanced Investor
Price$11.80
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets12.76M
Hartford Balanced Income Y
Price$14.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
HBFBX vs HBLYX Comparison Chart
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HBFBX vs. HBLYX commentary
Apr 18, 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: 11.5B vs. HBFBX (12.8M). HBLYX pays higher dividends than HBFBX: HBLYX (3.53) vs HBFBX (2.28). HBFBX was incepted earlier than HBLYX: HBFBX (29 years) vs HBLYX (19 years). HBFBX (1.85) 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 : 4.27 vs. HBFBX (2.74). HBLYX return over 5 years is better than : 16.40 vs. HBFBX (12.91).
| HBFBX | HBLYX | HBFBX / HBLYX | |
| Total Expense Ratio | 1.85 | 0.67 | 276% |
| Annual Report Gross Expense Ratio | 1.85 | 0.67 | 276% |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | 0.732 | 0.083 | 877% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 11.5B | 0% |
| Annual Yield % from dividends | 2.28 | 3.53 | 65% |
| Returns for 1 year | 2.74 | 4.27 | 64% |
| Returns for 3 years | -0.18 | 4.05 | -4% |
| Returns for 5 years | 12.91 | 16.40 | 79% |
| Returns for 10 years | 2.76 | 32.38 | 9% |
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