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HBFBX vs HBLIX
HBFBX vs HBLIX Comparison
Open Charts HBFBX vs HBLIX
Hennessy Balanced Investor
Price$12.59
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets13.14M
Hartford Balanced Income I
Price$15.08
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
HBFBX vs HBLIX Comparison Chart in %
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HBFBX vs. HBLIX commentary
Nov 14, 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.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. HBFBX (13.1M). HBLIX pays higher dividends than HBFBX: HBLIX (3.51) vs HBFBX (2.00). 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 : 6.52 vs. HBLIX (3.94). HBFBX return over 5 years is better than : 16.42 vs. HBLIX (15.56).
| 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 | 8.863 | 9.852 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1M | 11.7B | 0% |
| Annual Yield % from dividends | 2.00 | 3.51 | 57% |
| Returns for 1 year | 6.52 | 3.94 | 166% |
| Returns for 3 years | 9.57 | 19.42 | 49% |
| Returns for 5 years | 16.42 | 15.56 | 106% |
| Returns for 10 years | 13.44 | 50.09 | 27% |
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