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FOCIX vs HBLTX
FOCIX vs HBLTX Comparison
Open Charts FOCIX vs HBLTX
Fairholme Focused Income
Price$14.21
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets204.53M
Hartford Balanced Income R5
Price$15.15
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FOCIX vs HBLTX Comparison Chart in %
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FOCIX vs. HBLTX 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 HBLTX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. FOCIX (205M). HBLTX pays higher dividends than FOCIX: HBLTX (3.47) vs FOCIX (1.81). FOCIX was incepted earlier than HBLTX: FOCIX (16 years) vs HBLTX (15 years). FOCIX (1.01) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FOCIX (47.45). HBLTX has a lower initial minimum investment than FOCIX: HBLTX (0) vs FOCIX (10000). FOCIX annual gain was more profitable for investors over the last year : 8.76 vs. HBLTX (2.40). FOCIX return over 5 years is better than : 65.11 vs. HBLTX (17.22).
| FOCIX | HBLTX | FOCIX / HBLTX | |
| Total Expense Ratio | 1.01 | 0.66 | 153% |
| Annual Report Gross Expense Ratio | 1.01 | 0.66 | 153% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 4.542 | 8.975 | 51% |
| 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 | 3.47 | 52% |
| Returns for 1 year | 8.76 | 2.40 | 365% |
| Returns for 3 years | 37.71 | 25.08 | 150% |
| Returns for 5 years | 65.11 | 17.22 | 378% |
| Returns for 10 years | 70.19 | 48.28 | 145% |
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