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FOCIX vs HBLRX
FOCIX vs HBLRX Comparison
Open Charts FOCIX vs HBLRX
Fairholme Focused Income
Price$15.18
Change+$0.17 (+1.13%)
VolumeN/A
Net Assets217.07M
Hartford Balanced Income R3
Price$15.02
Change+$0.09 (+0.60%)
VolumeN/A
Net Assets11.7B
FOCIX vs HBLRX Comparison Chart in %
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FOCIX vs. HBLRX 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. FOCIX (217M). HBLRX pays higher dividends than FOCIX: HBLRX (2.82) vs FOCIX (1.75). FOCIX was incepted earlier than HBLRX: FOCIX (16 years) vs HBLRX (16 years). HBLRX (1.28) is less costly to investors than FOCIX (1.01). HBLRX is a more actively managed with annual turnover of: 90.00 vs. FOCIX (47.45). HBLRX has a lower initial minimum investment than FOCIX: HBLRX (0) vs FOCIX (10000). FOCIX annual gain was more profitable for investors over the last year : 8.08 vs. HBLRX (6.33). FOCIX return over 5 years is better than : 65.09 vs. HBLRX (9.43).
| FOCIX | HBLRX | FOCIX / HBLRX | |
| Total Expense Ratio | 1.01 | 1.28 | 79% |
| Annual Report Gross Expense Ratio | 1.01 | 1.28 | 79% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 5.125 | 2.596 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 11.7B | 2% |
| Annual Yield % from dividends | 1.75 | 2.82 | 62% |
| Returns for 1 year | 8.08 | 6.33 | 128% |
| Returns for 3 years | 34.19 | 14.98 | 228% |
| Returns for 5 years | 65.09 | 9.43 | 690% |
| Returns for 10 years | 116.66 | 47.99 | 243% |
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