HBFBX
Price
$12.22
Change
+$0.02 (+0.16%)
Updated
Jul 3 closing price
Net Assets
13.35M
HBLIX
Price
$14.79
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
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HBFBX vs HBLIX

Header iconHBFBX vs HBLIX Comparison
Open Charts HBFBX vs HBLIXBanner chart's image
Hennessy Balanced Investor
Price$12.22
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets13.35M
Hartford Balanced Income I
Price$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
HBFBX vs HBLIX Comparison Chart in %
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HBFBX vs. HBLIX commentary
Jul 07, 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 Buy and HBLIX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. HBFBX (13.4M). 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). HBFBX (7.14) and HBLIX (6.97) have marching annual gain over last year. HBLIX return over 5 years is better than : 19.44 vs. HBFBX (17.74).
HBFBXHBLIXHBFBX / HBLIX
Total Expense Ratio1.820.65280%
Annual Report Gross Expense Ratio1.820.65280%
Fund Existence29 years15 years-
Gain YTD5.4066.23687%
Front LoadN/AN/A-
Min. Initial Investment25002000125%
Min. Initial Investment IRAN/AN/A-
Net Assets13.4M12B0%
Annual Yield % from dividends2.183.5861%
Returns for 1 year7.146.97103%
Returns for 3 years8.7717.0651%
Returns for 5 years17.7419.4491%
Returns for 10 years9.2844.2321%
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