Interact to see
Advertisement
Advertisement
FOCIX vs HBLFX
FOCIX vs HBLFX Comparison
Open Charts FOCIX vs HBLFX
Fairholme Focused Income
Price$15.18
Change+$0.17 (+1.13%)
VolumeN/A
Net Assets217.07M
Hartford Balanced Income F
Price$14.94
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.64B
FOCIX vs HBLFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOCIX vs. HBLFX 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 HBLFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.6B vs. FOCIX (217M). HBLFX pays higher dividends than FOCIX: HBLFX (3.51) vs FOCIX (1.75). 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: 90.00 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 : 8.08 vs. HBLFX (6.99). FOCIX return over 5 years is better than : 65.09 vs. HBLFX (13.22).
| 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 | 5.125 | 2.610 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 11.6B | 2% |
| Annual Yield % from dividends | 1.75 | 3.51 | 50% |
| Returns for 1 year | 8.08 | 6.99 | 116% |
| Returns for 3 years | 34.19 | 17.40 | 197% |
| Returns for 5 years | 65.09 | 13.22 | 493% |
| Returns for 10 years | 116.66 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers