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HBFBX vs HBLAX
HBFBX vs HBLAX Comparison
Open Charts HBFBX vs HBLAX
Hennessy Balanced Investor
Price$12.73
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets13.24M
Hartford Balanced Income A
Price$15.28
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
HBFBX vs HBLAX Comparison Chart in %
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HBFBX vs. HBLAX 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 HBFBX is a StrongBuy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. HBFBX (13.2M). HBLAX pays higher dividends than HBFBX: HBLAX (3.23) vs HBFBX (1.95). HBFBX was incepted earlier than HBLAX: HBFBX (30 years) vs HBLAX (19 years). HBFBX (1.82) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. HBFBX (57.00). HBLAX has a lower initial minimum investment than HBFBX: HBLAX (2000) vs HBFBX (2500). HBFBX annual gain was more profitable for investors over the last year : 6.21 vs. HBLAX (2.61). HBFBX return over 5 years is better than : 15.32 vs. HBLAX (12.47).
| HBFBX | HBLAX | HBFBX / HBLAX | |
| Total Expense Ratio | 1.82 | 0.89 | 204% |
| Annual Report Gross Expense Ratio | 1.82 | 0.89 | 204% |
| Fund Existence | 30 years | 19 years | - |
| Gain YTD | 9.990 | 9.808 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 13.2M | 11.8B | 0% |
| Annual Yield % from dividends | 1.95 | 3.23 | 60% |
| Returns for 1 year | 6.21 | 2.61 | 238% |
| Returns for 3 years | 10.25 | 14.68 | 70% |
| Returns for 5 years | 15.32 | 12.47 | 123% |
| Returns for 10 years | 13.32 | 45.23 | 29% |
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