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FOCIX vs HBLAX
FOCIX vs HBLAX Comparison
Open Charts FOCIX vs HBLAX
Fairholme Focused Income
Price$14.55
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets208.25M
Hartford Balanced Income A
Price$15.28
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
FOCIX vs HBLAX Comparison Chart in %
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FOCIX vs. HBLAX commentary
Dec 04, 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 Hold and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. FOCIX (208M). HBLAX pays higher dividends than FOCIX: HBLAX (3.23) vs FOCIX (1.80). 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 : 3.86 vs. HBLAX (2.61). FOCIX return over 5 years is better than : 53.23 vs. HBLAX (12.47).
| 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 | 19 years | - |
| Gain YTD | 7.485 | 9.808 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 2000 | 500% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 208M | 11.8B | 2% |
| Annual Yield % from dividends | 1.80 | 3.23 | 56% |
| Returns for 1 year | 3.86 | 2.61 | 148% |
| Returns for 3 years | 35.62 | 14.68 | 243% |
| Returns for 5 years | 53.23 | 12.47 | 427% |
| Returns for 10 years | 86.65 | 45.23 | 192% |
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