HBFBX
Price
$12.21
Change
+$0.01 (+0.08%)
Updated
Jul 25 closing price
Net Assets
13.28M
HBLIX
Price
$14.85
Change
+$0.04 (+0.27%)
Updated
Jul 25 closing price
Net Assets
11.92B
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HBFBX vs HBLIX

Header iconHBFBX vs HBLIX Comparison
Open Charts HBFBX vs HBLIXBanner chart's image
Hennessy Balanced Investor
Price$12.21
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets13.28M
Hartford Balanced Income I
Price$14.85
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
HBFBX vs HBLIX Comparison Chart in %
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HBFBX vs. HBLIX commentary
Jul 27, 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 HBLIX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. HBFBX (13.3M). HBLIX pays higher dividends than HBFBX: HBLIX (3.58) vs HBFBX (2.18). HBFBX was incepted earlier than HBLIX: HBFBX (29 years) vs HBLIX (15 years). HBFBX (1.82) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. HBFBX (57.00). HBLIX has a lower initial minimum investment than HBFBX: HBLIX (2000) vs HBFBX (2500). HBLIX annual gain was more profitable for investors over the last year : 5.35 vs. HBFBX (5.07). HBLIX (16.45) and HBFBX (15.65) have equivalent 5 years return.
HBFBXHBLIXHBFBX / HBLIX
Total Expense Ratio1.820.65280%
Annual Report Gross Expense Ratio1.820.65280%
Fund Existence29 years15 years-
Gain YTD5.3206.66780%
Front LoadN/AN/A-
Min. Initial Investment25002000125%
Min. Initial Investment IRAN/AN/A-
Net Assets13.3M11.9B0%
Annual Yield % from dividends2.183.5861%
Returns for 1 year5.075.3595%
Returns for 3 years9.3315.4960%
Returns for 5 years15.6516.4595%
Returns for 10 years9.0144.8120%
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