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HBFBX vs HBLAX
HBFBX vs HBLAX Comparison
Open Charts HBFBX vs HBLAX
Hennessy Balanced Investor
Price$13.06
Change+$0.76 (+6.18%)
VolumeN/A
Net Assets13.53M
Hartford Balanced Income A
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.64B
HBFBX vs HBLAX Comparison Chart in %
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HBFBX vs. HBLAX commentary
Feb 04, 2026
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 Buy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. HBFBX (13.5M). HBLAX pays higher dividends than HBFBX: HBLAX (3.21) vs HBFBX (1.86). HBFBX was incepted earlier than HBLAX: HBFBX (30 years) vs HBLAX (20 years). HBFBX (1.82) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. HBFBX (39.00). 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 : 10.80 vs. HBLAX (6.08). HBFBX return over 5 years is better than : 17.99 vs. HBLAX (11.02).
| 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 | 20 years | - |
| Gain YTD | 3.487 | 2.062 | 169% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 13.5M | 11.6B | 0% |
| Annual Yield % from dividends | 1.86 | 3.21 | 58% |
| Returns for 1 year | 10.80 | 6.08 | 178% |
| Returns for 3 years | 19.69 | 15.65 | 126% |
| Returns for 5 years | 17.99 | 11.02 | 163% |
| Returns for 10 years | 21.71 | 51.80 | 42% |
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