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FOCIX vs HBLSX
FOCIX vs HBLSX Comparison
Open Charts FOCIX vs HBLSX
Fairholme Focused Income
Price$14.48
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets207.2M
Hartford Balanced Income R4
Price$14.83
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.68B
FOCIX vs HBLSX Comparison Chart in %
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FOCIX vs. HBLSX commentary
Dec 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. FOCIX (207M). HBLSX pays higher dividends than FOCIX: HBLSX (3.13) vs FOCIX (1.80). FOCIX was incepted earlier than HBLSX: FOCIX (16 years) vs HBLSX (16 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 (6.45) and HBLSX (6.31) have marching annual gain over last year. FOCIX return over 5 years is better than : 54.85 vs. HBLSX (9.40).
| 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 | 16 years | - |
| Gain YTD | 6.529 | 6.585 | 99% |
| 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 | 1.80 | 3.13 | 58% |
| Returns for 1 year | 6.45 | 6.31 | 102% |
| Returns for 3 years | 37.40 | 17.02 | 220% |
| Returns for 5 years | 54.85 | 9.40 | 584% |
| Returns for 10 years | 95.11 | 43.92 | 217% |
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