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HBFBX vs HBLCX
HBFBX vs HBLCX Comparison
Open Charts HBFBX vs HBLCX
Hennessy Balanced Investor
Price$13.06
Change+$0.76 (+6.18%)
VolumeN/A
Net Assets13.53M
Hartford Balanced Income C
Price$14.55
Change-$0.20 (-1.36%)
VolumeN/A
Net Assets11.63B
HBFBX vs HBLCX Comparison Chart in %
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HBFBX vs. HBLCX commentary
Feb 05, 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 HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. HBFBX (13.5M). HBLCX pays higher dividends than HBFBX: HBLCX (2.51) vs HBFBX (1.86). HBFBX was incepted earlier than HBLCX: HBFBX (30 years) vs HBLCX (20 years). HBFBX (1.82) is less costly to investors than HBLCX (1.64). HBLCX is a more actively managed with annual turnover of: 90.00 vs. HBFBX (39.00). 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 : 10.80 vs. HBLCX (5.20). HBFBX return over 5 years is better than : 17.99 vs. HBLCX (6.53).
| 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 | 20 years | - |
| Gain YTD | 3.487 | 2.034 | 171% |
| Front Load | N/A | N/A | - |
| 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 | 2.51 | 74% |
| Returns for 1 year | 10.80 | 5.20 | 208% |
| Returns for 3 years | 19.69 | 12.82 | 154% |
| Returns for 5 years | 17.99 | 6.53 | 275% |
| Returns for 10 years | 21.71 | 41.23 | 53% |
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