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HBFBX vs HBLFX
HBFBX vs HBLFX Comparison
Open Charts HBFBX vs HBLFX
Hennessy Balanced Investor
Price$12.73
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets13.24M
Hartford Balanced Income F
Price$15.30
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
HBFBX vs HBLFX Comparison Chart in %
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HBFBX vs. HBLFX commentary
Dec 04, 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 HBLFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. HBFBX (13.2M). HBLFX pays higher dividends than HBFBX: HBLFX (3.53) vs HBFBX (1.95). 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 : 6.21 vs. HBLFX (2.94). HBFBX return over 5 years is better than : 15.32 vs. HBLFX (14.32).
| HBFBX | HBLFX | HBFBX / HBLFX | |
| Total Expense Ratio | 1.82 | 0.56 | 325% |
| Annual Report Gross Expense Ratio | 1.82 | 0.56 | 325% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | 9.990 | 10.216 | 98% |
| 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 | 1.95 | 3.53 | 55% |
| Returns for 1 year | 6.21 | 2.94 | 211% |
| Returns for 3 years | 10.25 | 15.87 | 65% |
| Returns for 5 years | 15.32 | 14.32 | 107% |
| Returns for 10 years | 13.32 | N/A | - |
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