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HBFBX vs HBLIX
HBFBX vs HBLIX Comparison
Open Charts HBFBX vs HBLIX
Hennessy Balanced Investor
Price$12.31
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets12.91M
Hartford Balanced Income I
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
HBFBX vs HBLIX Comparison Chart in %
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HBFBX vs. HBLIX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. HBFBX (12.9M). HBLIX pays higher dividends than HBFBX: HBLIX (3.51) vs HBFBX (2.03). 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). HBLIX annual gain was more profitable for investors over the last year : 2.44 vs. HBFBX (1.69). HBFBX (17.37) and HBLIX (17.32) have equivalent 5 years return.
| 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 | 6.697 | 8.982 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 11.8B | 0% |
| Annual Yield % from dividends | 2.03 | 3.51 | 58% |
| Returns for 1 year | 1.69 | 2.44 | 69% |
| Returns for 3 years | 14.04 | 25.08 | 56% |
| Returns for 5 years | 17.37 | 17.32 | 100% |
| Returns for 10 years | 11.46 | 48.34 | 24% |
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