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HBFBX vs HBLRX
HBFBX vs HBLRX Comparison
Open Charts HBFBX vs HBLRX
Hennessy Balanced Investor
Price$12.19
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets12.88M
Hartford Balanced Income R3
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
HBFBX vs HBLRX Comparison Chart in %
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HBFBX vs. HBLRX 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. HBFBX (12.9M). HBLRX pays higher dividends than HBFBX: HBLRX (2.94) vs HBFBX (2.19). HBFBX was incepted earlier than HBLRX: HBFBX (29 years) vs HBLRX (15 years). HBFBX (1.82) is less costly to investors than HBLRX (1.28). HBLRX is a more actively managed with annual turnover of: 61.00 vs. HBFBX (57.00). HBLRX has a lower initial minimum investment than HBFBX: HBLRX (0) vs HBFBX (2500). HBLRX (3.79) and HBFBX (3.68) have marching annual gain over last year. HBFBX return over 5 years is better than : 14.34 vs. HBLRX (13.07).
| HBFBX | HBLRX | HBFBX / HBLRX | |
| Total Expense Ratio | 1.82 | 1.28 | 142% |
| Annual Report Gross Expense Ratio | 1.82 | 1.28 | 142% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 5.147 | 6.869 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 11.9B | 0% |
| Annual Yield % from dividends | 2.19 | 2.94 | 74% |
| Returns for 1 year | 3.68 | 3.79 | 97% |
| Returns for 3 years | 6.70 | 9.90 | 68% |
| Returns for 5 years | 14.34 | 13.07 | 110% |
| Returns for 10 years | 9.01 | 37.76 | 24% |
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