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FOCIX vs HBLAX
FOCIX vs HBLAX Comparison
Open Charts FOCIX vs HBLAX
Fairholme Focused Income
Price$15.18
Change+$0.17 (+1.13%)
VolumeN/A
Net Assets217.07M
Hartford Balanced Income A
Price$14.93
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.64B
FOCIX vs HBLAX Comparison Chart in %
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FOCIX vs. HBLAX commentary
Feb 05, 2026
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 FOCIX is a Buy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. FOCIX (217M). HBLAX pays higher dividends than FOCIX: HBLAX (3.21) vs FOCIX (1.75). FOCIX was incepted earlier than HBLAX: FOCIX (16 years) vs HBLAX (20 years). FOCIX (1.01) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. FOCIX (47.45). HBLAX has a lower initial minimum investment than FOCIX: HBLAX (2000) vs FOCIX (10000). FOCIX annual gain was more profitable for investors over the last year : 8.08 vs. HBLAX (6.72). FOCIX return over 5 years is better than : 65.09 vs. HBLAX (11.47).
| FOCIX | HBLAX | FOCIX / HBLAX | |
| Total Expense Ratio | 1.01 | 0.89 | 113% |
| Annual Report Gross Expense Ratio | 1.01 | 0.89 | 113% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 5.125 | 2.612 | 196% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 2000 | 500% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 217M | 11.6B | 2% |
| Annual Yield % from dividends | 1.75 | 3.21 | 55% |
| Returns for 1 year | 8.08 | 6.72 | 120% |
| Returns for 3 years | 34.19 | 16.27 | 210% |
| Returns for 5 years | 65.09 | 11.47 | 567% |
| Returns for 10 years | 116.66 | 52.62 | 222% |
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