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HBFBX vs HBLCX
HBFBX vs HBLCX Comparison
Open Charts HBFBX vs HBLCX
Hennessy Balanced Investor
Price$12.31
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets12.91M
Hartford Balanced Income C
Price$14.75
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.79B
HBFBX vs HBLCX Comparison Chart in %
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HBFBX vs. HBLCX 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 HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. HBFBX (12.9M). HBLCX pays higher dividends than HBFBX: HBLCX (2.58) vs HBFBX (2.03). 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 : 1.69 vs. HBLCX (1.35). HBFBX return over 5 years is better than : 17.37 vs. HBLCX (11.49).
| 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 | 6.697 | 8.089 | 83% |
| Front Load | N/A | N/A | - |
| 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 | 2.58 | 78% |
| Returns for 1 year | 1.69 | 1.35 | 126% |
| Returns for 3 years | 14.04 | 21.22 | 66% |
| Returns for 5 years | 17.37 | 11.49 | 151% |
| Returns for 10 years | 11.46 | 35.29 | 32% |
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