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FOCIX vs HBLRX
FOCIX vs HBLRX Comparison
Open Charts FOCIX vs HBLRX
Fairholme Focused Income
Price$14.21
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets204.53M
Hartford Balanced Income R3
Price$15.12
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FOCIX vs HBLRX Comparison Chart in %
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FOCIX vs. HBLRX 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. FOCIX (205M). HBLRX pays higher dividends than FOCIX: HBLRX (2.89) vs FOCIX (1.81). FOCIX was incepted earlier than HBLRX: FOCIX (16 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FOCIX (1.01). HBLRX is a more actively managed with annual turnover of: 61.00 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 : 8.76 vs. HBLRX (1.78). FOCIX return over 5 years is better than : 65.11 vs. HBLRX (13.81).
| 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 | 15 years | - |
| Gain YTD | 4.542 | 8.426 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 11.8B | 2% |
| Annual Yield % from dividends | 1.81 | 2.89 | 63% |
| Returns for 1 year | 8.76 | 1.78 | 492% |
| Returns for 3 years | 37.71 | 22.80 | 165% |
| Returns for 5 years | 65.11 | 13.81 | 472% |
| Returns for 10 years | 70.19 | 40.84 | 172% |
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