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FOCIX vs HBLSX
FOCIX vs HBLSX Comparison
Open Charts FOCIX vs HBLSX
Fairholme Focused Income
Price$14.21
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets204.53M
Hartford Balanced Income R4
Price$15.13
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FOCIX vs HBLSX Comparison Chart in %
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FOCIX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. FOCIX (205M). HBLSX pays higher dividends than FOCIX: HBLSX (3.18) vs FOCIX (1.81). FOCIX was incepted earlier than HBLSX: FOCIX (16 years) vs HBLSX (15 years). FOCIX (1.01) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FOCIX (47.45). HBLSX has a lower initial minimum investment than FOCIX: HBLSX (0) vs FOCIX (10000). FOCIX annual gain was more profitable for investors over the last year : 8.76 vs. HBLSX (2.09). FOCIX return over 5 years is better than : 65.11 vs. HBLSX (15.53).
| FOCIX | HBLSX | FOCIX / HBLSX | |
| Total Expense Ratio | 1.01 | 0.96 | 105% |
| Annual Report Gross Expense Ratio | 1.01 | 0.96 | 105% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 4.542 | 8.741 | 52% |
| 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 | 3.18 | 57% |
| Returns for 1 year | 8.76 | 2.09 | 418% |
| Returns for 3 years | 37.71 | 23.89 | 158% |
| Returns for 5 years | 65.11 | 15.53 | 419% |
| Returns for 10 years | 70.19 | 44.51 | 158% |
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