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HBFBX vs HBLAX
HBFBX vs HBLAX Comparison
Open Charts HBFBX vs HBLAX
Hennessy Balanced Investor
Price$12.31
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets12.91M
Hartford Balanced Income A
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
HBFBX vs HBLAX Comparison Chart in %
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HBFBX vs. HBLAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. HBFBX (12.9M). HBLAX pays higher dividends than HBFBX: HBLAX (3.29) vs HBFBX (2.03). 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 annual gain was more profitable for investors over the last year : 2.20 vs. HBFBX (1.69). HBFBX return over 5 years is better than : 17.37 vs. HBLAX (15.95).
| 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 | 6.697 | 8.795 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 12.9M | 11.8B | 0% |
| Annual Yield % from dividends | 2.03 | 3.29 | 62% |
| Returns for 1 year | 1.69 | 2.20 | 77% |
| Returns for 3 years | 14.04 | 24.19 | 58% |
| Returns for 5 years | 17.37 | 15.95 | 109% |
| Returns for 10 years | 11.46 | 45.19 | 25% |
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