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FOCIX vs HBLVX
FOCIX vs HBLVX Comparison
Open Charts FOCIX vs HBLVX
Fairholme Focused Income
Price$14.55
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets208.25M
Hartford Balanced Income R6
Price$15.53
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets11.75B
FOCIX vs HBLVX Comparison Chart in %
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FOCIX vs. HBLVX 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 HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. FOCIX (208M). HBLVX pays higher dividends than FOCIX: HBLVX (3.48) vs FOCIX (1.80). FOCIX was incepted earlier than HBLVX: FOCIX (16 years) vs HBLVX (11 years). FOCIX (1.01) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. FOCIX (47.45). HBLVX has a lower initial minimum investment than FOCIX: HBLVX (0) vs FOCIX (10000). FOCIX annual gain was more profitable for investors over the last year : 3.86 vs. HBLVX (3.03). FOCIX return over 5 years is better than : 53.23 vs. HBLVX (14.48).
| FOCIX | HBLVX | FOCIX / HBLVX | |
| Total Expense Ratio | 1.01 | 0.56 | 180% |
| Annual Report Gross Expense Ratio | 1.01 | 0.56 | 180% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 7.485 | 10.205 | 73% |
| 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 | 3.48 | 52% |
| Returns for 1 year | 3.86 | 3.03 | 127% |
| Returns for 3 years | 35.62 | 16.01 | 222% |
| Returns for 5 years | 53.23 | 14.48 | 368% |
| Returns for 10 years | 86.65 | 49.92 | 174% |
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