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FOCIX vs HBLAX
FOCIX vs HBLAX Comparison
Open Charts FOCIX vs HBLAX
Fairholme Focused Income
Price$14.46
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets207.03M
Hartford Balanced Income A
Price$15.07
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
FOCIX vs HBLAX Comparison Chart in %
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FOCIX vs. HBLAX commentary
Nov 14, 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 FOCIX is a StrongBuy and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. FOCIX (207M). HBLAX pays higher dividends than FOCIX: HBLAX (3.29) vs FOCIX (1.85). FOCIX was incepted earlier than HBLAX: FOCIX (16 years) vs HBLAX (19 years). FOCIX (1.01) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 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 : 7.20 vs. HBLAX (3.28). FOCIX return over 5 years is better than : 63.12 vs. HBLAX (13.61).
| 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 | 19 years | - |
| Gain YTD | 6.529 | 9.012 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 2000 | 500% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 207M | 11.7B | 2% |
| Annual Yield % from dividends | 1.85 | 3.29 | 56% |
| Returns for 1 year | 7.20 | 3.28 | 219% |
| Returns for 3 years | 36.17 | 18.19 | 199% |
| Returns for 5 years | 63.12 | 13.61 | 464% |
| Returns for 10 years | 75.94 | 45.05 | 169% |
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