Interact to see
Advertisement
Advertisement
HBFBX vs HBLAX
HBFBX vs HBLAX Comparison
Open Charts HBFBX vs HBLAX
Hennessy Balanced Investor
Price$12.21
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets12.83M
Hartford Balanced Income A
Price$15.05
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.95B
HBFBX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBFBX vs. HBLAX commentary
Sep 08, 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 Hold and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. HBFBX (12.8M). HBLAX pays higher dividends than HBFBX: HBLAX (3.28) vs HBFBX (2.15). 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). HBLAX (3.54) and HBFBX (3.42) have marching annual gain over last year. HBLAX return over 5 years is better than : 16.29 vs. HBFBX (15.24).
| 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 | 5.320 | 8.125 | 65% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 12.8M | 12B | 0% |
| Annual Yield % from dividends | 2.15 | 3.28 | 66% |
| Returns for 1 year | 3.42 | 3.54 | 97% |
| Returns for 3 years | 11.21 | 18.67 | 60% |
| Returns for 5 years | 15.24 | 16.29 | 94% |
| Returns for 10 years | 12.86 | 47.43 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement