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HBFBX vs HBLIX
HBFBX vs HBLIX Comparison
Open Charts HBFBX vs HBLIX
Hennessy Balanced Investor
Price$12.19
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets12.88M
Hartford Balanced Income I
Price$14.93
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.91B
HBFBX vs HBLIX Comparison Chart in %
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HBFBX vs. HBLIX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. HBFBX (12.9M). HBLIX pays higher dividends than HBFBX: HBLIX (3.58) vs HBFBX (2.19). 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 : 4.42 vs. HBFBX (3.68). HBLIX return over 5 years is better than : 16.30 vs. HBFBX (14.34).
| HBFBX | HBLIX | HBFBX / HBLIX | |
| Total Expense Ratio | 1.82 | 0.65 | 280% |
| Annual Report Gross Expense Ratio | 1.82 | 0.65 | 280% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 5.147 | 7.241 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 11.9B | 0% |
| Annual Yield % from dividends | 2.19 | 3.58 | 61% |
| Returns for 1 year | 3.68 | 4.42 | 83% |
| Returns for 3 years | 6.70 | 11.90 | 56% |
| Returns for 5 years | 14.34 | 16.30 | 88% |
| Returns for 10 years | 9.01 | 44.94 | 20% |
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