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FOCIX vs HBLRX
FOCIX vs HBLRX Comparison
Open Charts FOCIX vs HBLRX
Fairholme Focused Income
Price$14.46
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets207.03M
Hartford Balanced Income R3
Price$15.16
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.68B
FOCIX vs HBLRX Comparison Chart in %
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FOCIX vs. HBLRX commentary
Nov 14, 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 StrongBuy and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. FOCIX (207M). HBLRX pays higher dividends than FOCIX: HBLRX (2.90) vs FOCIX (1.85). 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 : 7.20 vs. HBLRX (3.26). FOCIX return over 5 years is better than : 63.12 vs. HBLRX (12.18).
| 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 | 6.529 | 9.214 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 11.7B | 2% |
| Annual Yield % from dividends | 1.85 | 2.90 | 64% |
| Returns for 1 year | 7.20 | 3.26 | 221% |
| Returns for 3 years | 36.17 | 17.18 | 211% |
| Returns for 5 years | 63.12 | 12.18 | 518% |
| Returns for 10 years | 75.94 | 42.50 | 179% |
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