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HBFBX vs HBLIX
HBFBX vs HBLIX Comparison
Open Charts HBFBX vs HBLIX
Hennessy Balanced Investor
Price$13.06
Change+$0.76 (+6.18%)
VolumeN/A
Net Assets13.53M
Hartford Balanced Income I
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.63B
HBFBX vs HBLIX Comparison Chart in %
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HBFBX vs. HBLIX commentary
Feb 04, 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 HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. HBFBX (13.5M). HBLIX pays higher dividends than HBFBX: HBLIX (3.43) vs HBFBX (1.86). HBFBX was incepted earlier than HBLIX: HBFBX (30 years) vs HBLIX (16 years). HBFBX (1.82) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 90.00 vs. HBFBX (39.00). HBLIX has a lower initial minimum investment than HBFBX: HBLIX (2000) vs HBFBX (2500). HBFBX annual gain was more profitable for investors over the last year : 10.80 vs. HBLIX (6.32). HBFBX return over 5 years is better than : 17.99 vs. HBLIX (12.28).
| HBFBX | HBLIX | HBFBX / HBLIX | |
| Total Expense Ratio | 1.82 | 0.65 | 280% |
| Annual Report Gross Expense Ratio | 1.82 | 0.65 | 280% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | 3.487 | 2.062 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5M | 11.6B | 0% |
| Annual Yield % from dividends | 1.86 | 3.43 | 54% |
| Returns for 1 year | 10.80 | 6.32 | 171% |
| Returns for 3 years | 19.69 | 16.39 | 120% |
| Returns for 5 years | 17.99 | 12.28 | 146% |
| Returns for 10 years | 21.71 | 55.14 | 39% |
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