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HBFBX vs HBLAX
HBFBX vs HBLAX Comparison
Open Charts HBFBX vs HBLAX
Hennessy Balanced Investor
Price$12.59
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets13.14M
Hartford Balanced Income A
Price$15.07
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
HBFBX vs HBLAX Comparison Chart in %
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HBFBX vs. HBLAX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. HBFBX (13.1M). HBLAX pays higher dividends than HBFBX: HBLAX (3.29) vs HBFBX (2.00). 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 : 6.52 vs. HBLAX (3.28). HBFBX return over 5 years is better than : 16.42 vs. HBLAX (13.61).
| 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 | 8.863 | 9.012 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 13.1M | 11.7B | 0% |
| Annual Yield % from dividends | 2.00 | 3.29 | 61% |
| Returns for 1 year | 6.52 | 3.28 | 198% |
| Returns for 3 years | 9.57 | 18.19 | 53% |
| Returns for 5 years | 16.42 | 13.61 | 121% |
| Returns for 10 years | 13.44 | 45.05 | 30% |
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