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FOCIX vs HBLTX
FOCIX vs HBLTX Comparison
Open Charts FOCIX vs HBLTX
Fairholme Focused Income
Price$14.55
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets208.25M
Hartford Balanced Income R5
Price$15.40
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets11.75B
FOCIX vs HBLTX Comparison Chart in %
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FOCIX vs. HBLTX commentary
Dec 04, 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 (208M). 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). FOCIX annual gain was more profitable for investors over the last year : 3.86 vs. HBLTX (2.95). FOCIX return over 5 years is better than : 53.23 vs. HBLTX (13.86).
| 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 | 7.485 | 10.126 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208M | 11.8B | 2% |
| Annual Yield % from dividends | 1.80 | 3.41 | 53% |
| Returns for 1 year | 3.86 | 2.95 | 131% |
| Returns for 3 years | 35.62 | 15.63 | 228% |
| Returns for 5 years | 53.23 | 13.86 | 384% |
| Returns for 10 years | 86.65 | 48.40 | 179% |
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