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FOCIX vs HBLYX
FOCIX vs HBLYX Comparison
Open Charts FOCIX vs HBLYX
Fairholme Focused Income
Price$15.18
Change+$0.17 (+1.13%)
VolumeN/A
Net Assets217.07M
Hartford Balanced Income Y
Price$15.18
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.64B
FOCIX vs HBLYX Comparison Chart in %
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FOCIX vs. HBLYX commentary
Feb 05, 2026
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 Buy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. FOCIX (217M). HBLYX pays higher dividends than FOCIX: HBLYX (3.36) vs FOCIX (1.75). FOCIX was incepted earlier than HBLYX: FOCIX (16 years) vs HBLYX (20 years). FOCIX (1.01) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 90.00 vs. FOCIX (47.45). FOCIX has a lower initial minimum investment than HBLYX: FOCIX (10000) vs HBLYX (250000). FOCIX annual gain was more profitable for investors over the last year : 8.08 vs. HBLYX (6.98). FOCIX return over 5 years is better than : 65.09 vs. HBLYX (12.90).
| FOCIX | HBLYX | FOCIX / HBLYX | |
| Total Expense Ratio | 1.01 | 0.67 | 151% |
| Annual Report Gross Expense Ratio | 1.01 | 0.67 | 151% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 5.125 | 2.637 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 11.6B | 2% |
| Annual Yield % from dividends | 1.75 | 3.36 | 52% |
| Returns for 1 year | 8.08 | 6.98 | 116% |
| Returns for 3 years | 34.19 | 17.12 | 200% |
| Returns for 5 years | 65.09 | 12.90 | 505% |
| Returns for 10 years | 116.66 | 56.50 | 206% |
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