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FOCIX vs HBLFX
FOCIX vs HBLFX Comparison
Open Charts FOCIX vs HBLFX
Fairholme Focused Income
Price$14.55
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets208.25M
Hartford Balanced Income F
Price$15.30
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
FOCIX vs HBLFX Comparison Chart in %
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FOCIX vs. HBLFX 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 HBLFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. FOCIX (208M). HBLFX pays higher dividends than FOCIX: HBLFX (3.53) vs FOCIX (1.80). FOCIX was incepted earlier than HBLFX: FOCIX (16 years) vs HBLFX (9 years). FOCIX (1.01) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. FOCIX (47.45). FOCIX has a lower initial minimum investment than HBLFX: FOCIX (10000) vs HBLFX (1000000). FOCIX annual gain was more profitable for investors over the last year : 3.86 vs. HBLFX (2.94). FOCIX return over 5 years is better than : 53.23 vs. HBLFX (14.32).
| FOCIX | HBLFX | FOCIX / HBLFX | |
| Total Expense Ratio | 1.01 | 0.56 | 180% |
| Annual Report Gross Expense Ratio | 1.01 | 0.56 | 180% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 7.485 | 10.216 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208M | 11.8B | 2% |
| Annual Yield % from dividends | 1.80 | 3.53 | 51% |
| Returns for 1 year | 3.86 | 2.94 | 131% |
| Returns for 3 years | 35.62 | 15.87 | 225% |
| Returns for 5 years | 53.23 | 14.32 | 372% |
| Returns for 10 years | 86.65 | N/A | - |
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