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FOCIX vs HBLRX
FOCIX vs HBLRX Comparison
Open Charts FOCIX vs HBLRX
Fairholme Focused Income
Price$14.55
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets208.25M
Hartford Balanced Income R3
Price$15.36
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
FOCIX vs HBLRX Comparison Chart in %
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FOCIX vs. HBLRX 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. FOCIX (208M). HBLRX pays higher dividends than FOCIX: HBLRX (2.85) vs FOCIX (1.80). 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: 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 : 3.86 vs. HBLRX (2.25). FOCIX return over 5 years is better than : 53.23 vs. HBLRX (10.47).
| 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 | 7.485 | 9.430 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208M | 11.8B | 2% |
| Annual Yield % from dividends | 1.80 | 2.85 | 63% |
| Returns for 1 year | 3.86 | 2.25 | 171% |
| Returns for 3 years | 35.62 | 13.43 | 265% |
| Returns for 5 years | 53.23 | 10.47 | 508% |
| Returns for 10 years | 86.65 | 40.87 | 212% |
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