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HBFBX vs HBLFX
HBFBX vs HBLFX Comparison
Open Charts HBFBX vs HBLFX
Hennessy Balanced Investor
Price$12.11
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets13.16M
Hartford Balanced Income F
Price$14.62
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
HBFBX vs HBLFX Comparison Chart
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HBFBX vs. HBLFX commentary
Jun 16, 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 Buy and HBLFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. HBFBX (13.2M). HBLFX pays higher dividends than HBFBX: HBLFX (3.68) vs HBFBX (2.32). HBFBX was incepted earlier than HBLFX: HBFBX (29 years) vs HBLFX (8 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). HBLFX (4.78) and HBFBX (4.72) have marching annual gain over last year. HBLFX return over 5 years is better than : 17.86 vs. HBFBX (15.32).
| HBFBX | HBLFX | HBFBX / HBLFX | |
| Total Expense Ratio | 1.82 | 0.56 | 325% |
| Annual Report Gross Expense Ratio | 1.82 | 0.56 | 325% |
| Fund Existence | 29 years | 8 years | - |
| Gain YTD | 3.906 | 4.096 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 11.8B | 0% |
| Annual Yield % from dividends | 2.32 | 3.68 | 63% |
| Returns for 1 year | 4.72 | 4.78 | 99% |
| Returns for 3 years | 6.50 | 16.94 | 38% |
| Returns for 5 years | 15.32 | 17.86 | 86% |
| Returns for 10 years | 6.94 | N/A | - |
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