Interact to see
Advertisement
Advertisement
HBFBX vs HBLCX
HBFBX vs HBLCX Comparison
Open Charts HBFBX vs HBLCX
Hennessy Balanced Investor
Price$12.72
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets13.23M
Hartford Balanced Income C
Price$14.44
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
HBFBX vs HBLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBFBX vs. HBLCX commentary
Dec 27, 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 HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. HBFBX (13.2M). HBLCX pays higher dividends than HBFBX: HBLCX (2.54) vs HBFBX (1.95). HBFBX was incepted earlier than HBLCX: HBFBX (30 years) vs HBLCX (19 years). HBFBX (1.82) is less costly to investors than HBLCX (1.64). HBLCX is a more actively managed with annual turnover of: 61.00 vs. HBFBX (57.00). HBLCX has a lower initial minimum investment than HBFBX: HBLCX (2000) vs HBFBX (2500). HBFBX annual gain was more profitable for investors over the last year : 9.88 vs. HBLCX (5.42). HBFBX return over 5 years is better than : 16.19 vs. HBLCX (5.57).
| HBFBX | HBLCX | HBFBX / HBLCX | |
| Total Expense Ratio | 1.82 | 1.64 | 111% |
| Annual Report Gross Expense Ratio | 1.82 | 1.64 | 111% |
| Fund Existence | 30 years | 19 years | - |
| Gain YTD | 10.250 | 5.817 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 13.2M | 11.7B | 0% |
| Annual Yield % from dividends | 1.95 | 2.54 | 76% |
| Returns for 1 year | 9.88 | 5.42 | 182% |
| Returns for 3 years | 17.03 | 14.84 | 115% |
| Returns for 5 years | 16.19 | 5.57 | 291% |
| Returns for 10 years | 15.45 | 34.92 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement