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HBFBX vs HBLFX
HBFBX vs HBLFX Comparison
Open Charts HBFBX vs HBLFX
Hennessy Balanced Investor
Price$12.59
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets13.14M
Hartford Balanced Income F
Price$15.09
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
HBFBX vs HBLFX Comparison Chart in %
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HBFBX vs. HBLFX commentary
Nov 14, 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 HBLFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.7B vs. HBFBX (13.1M). HBLFX pays higher dividends than HBFBX: HBLFX (3.59) vs HBFBX (2.00). HBFBX was incepted earlier than HBLFX: HBFBX (30 years) vs HBLFX (9 years). HBFBX (1.82) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. HBFBX (57.00). HBFBX has a lower initial minimum investment than HBLFX: HBFBX (2500) vs HBLFX (1000000). HBFBX annual gain was more profitable for investors over the last year : 6.52 vs. HBLFX (4.03). HBFBX (16.42) and HBLFX (16.02) have equivalent 5 years return.
| HBFBX | HBLFX | HBFBX / HBLFX | |
| Total Expense Ratio | 1.82 | 0.56 | 325% |
| Annual Report Gross Expense Ratio | 1.82 | 0.56 | 325% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | 8.863 | 9.999 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1M | 11.7B | 0% |
| Annual Yield % from dividends | 2.00 | 3.59 | 56% |
| Returns for 1 year | 6.52 | 4.03 | 162% |
| Returns for 3 years | 9.57 | 19.71 | 49% |
| Returns for 5 years | 16.42 | 16.02 | 102% |
| Returns for 10 years | 13.44 | N/A | - |
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