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HBFBX vs HBLIX
HBFBX vs HBLIX Comparison
Open Charts HBFBX vs HBLIX
Hennessy Balanced Investor
Price$12.73
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets13.24M
Hartford Balanced Income I
Price$15.29
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
HBFBX vs HBLIX Comparison Chart in %
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HBFBX vs. HBLIX 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. HBFBX (13.2M). HBLIX pays higher dividends than HBFBX: HBLIX (3.45) vs HBFBX (1.95). 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: 61.00 vs. HBFBX (57.00). 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 : 6.21 vs. HBLIX (2.85). HBFBX return over 5 years is better than : 15.32 vs. HBLIX (13.79).
| 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 | 9.990 | 10.069 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 11.8B | 0% |
| Annual Yield % from dividends | 1.95 | 3.45 | 56% |
| Returns for 1 year | 6.21 | 2.85 | 218% |
| Returns for 3 years | 10.25 | 15.58 | 66% |
| Returns for 5 years | 15.32 | 13.79 | 111% |
| Returns for 10 years | 13.32 | 48.37 | 28% |
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