Interact to see
Advertisement
Advertisement
FOCIX vs HBLFX
FOCIX vs HBLFX Comparison
Open Charts FOCIX vs HBLFX
Fairholme Focused Income
Price$14.21
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets204.53M
Hartford Balanced Income F
Price$15.05
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FOCIX vs HBLFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOCIX vs. HBLFX commentary
Oct 21, 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 (205M). HBLFX pays higher dividends than FOCIX: HBLFX (3.59) vs FOCIX (1.81). 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 : 8.76 vs. HBLFX (2.53). FOCIX return over 5 years is better than : 65.11 vs. HBLFX (17.79).
| 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 | 4.542 | 9.128 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 11.8B | 2% |
| Annual Yield % from dividends | 1.81 | 3.59 | 51% |
| Returns for 1 year | 8.76 | 2.53 | 346% |
| Returns for 3 years | 37.71 | 25.38 | 149% |
| Returns for 5 years | 65.11 | 17.79 | 366% |
| Returns for 10 years | 70.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FSYD | 48.49 | 0.06 | +0.13% |
| Fidelity Sustainable High Yield ETF | |||
| QCLR | 32.24 | N/A | N/A |
| Global X NASDAQ 100® Collar 95-110 ETF | |||
| QQQG | 23.74 | N/A | N/A |
| Pacer Nasdaq 100 Top 50 Csh CwsGrLdrsETF | |||
| RAVI | 75.53 | -0.01 | -0.01% |
| FlexShares Ultra-Short Income ETF | |||
| SGDJ | 77.42 | -6.93 | -8.21% |
| Sprott Junior Gold Miners ETF | |||