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FOCIX vs HBLYX
FOCIX vs HBLYX Comparison
Open Charts FOCIX vs HBLYX
Fairholme Focused Income
Price$14.48
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets207.2M
Hartford Balanced Income Y
Price$14.99
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.68B
FOCIX vs HBLYX Comparison Chart in %
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FOCIX vs. HBLYX 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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. FOCIX (207M). HBLYX pays higher dividends than FOCIX: HBLYX (3.38) vs FOCIX (1.80). FOCIX was incepted earlier than HBLYX: FOCIX (16 years) vs HBLYX (19 years). FOCIX (1.01) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. FOCIX (47.45). FOCIX has a lower initial minimum investment than HBLYX: FOCIX (10000) vs HBLYX (250000). HBLYX (6.71) and FOCIX (6.45) have marching annual gain over last year. FOCIX return over 5 years is better than : 54.85 vs. HBLYX (11.17).
| 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 | 19 years | - |
| Gain YTD | 6.529 | 6.978 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 11.7B | 2% |
| Annual Yield % from dividends | 1.80 | 3.38 | 53% |
| Returns for 1 year | 6.45 | 6.71 | 96% |
| Returns for 3 years | 37.40 | 18.12 | 206% |
| Returns for 5 years | 54.85 | 11.17 | 491% |
| Returns for 10 years | 95.11 | 48.23 | 197% |
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