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FOCIX vs HBLTX
FOCIX vs HBLTX Comparison
Open Charts FOCIX vs HBLTX
Fairholme Focused Income
Price$14.46
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets207.2M
Hartford Balanced Income R5
Price$14.87
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
FOCIX vs HBLTX Comparison Chart in %
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FOCIX vs. HBLTX 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 HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. FOCIX (207M). HBLTX pays higher dividends than FOCIX: HBLTX (3.41) vs FOCIX (1.80). FOCIX was incepted earlier than HBLTX: FOCIX (16 years) vs HBLTX (16 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). HBLTX (6.55) and FOCIX (6.45) have marching annual gain over last year. FOCIX return over 5 years is better than : 54.85 vs. HBLTX (11.15).
| 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 | 16 years | - |
| Gain YTD | 6.529 | 6.961 | 94% |
| 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 | 3.41 | 53% |
| Returns for 1 year | 6.45 | 6.55 | 99% |
| Returns for 3 years | 37.40 | 18.48 | 202% |
| Returns for 5 years | 54.85 | 11.15 | 492% |
| Returns for 10 years | 95.11 | 48.07 | 198% |
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