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HBFBX vs HBLRX
HBFBX vs HBLRX Comparison
Open Charts HBFBX vs HBLRX
Hennessy Balanced Investor
Price$12.72
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets13.23M
Hartford Balanced Income R3
Price$14.83
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
HBFBX vs HBLRX Comparison Chart in %
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HBFBX vs. HBLRX commentary
Dec 28, 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 StrongBuy and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. HBFBX (13.2M). HBLRX pays higher dividends than HBFBX: HBLRX (2.85) vs HBFBX (1.95). HBFBX was incepted earlier than HBLRX: HBFBX (30 years) vs HBLRX (16 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). HBFBX annual gain was more profitable for investors over the last year : 9.88 vs. HBLRX (5.98). HBFBX return over 5 years is better than : 16.19 vs. HBLRX (7.97).
| HBFBX | HBLRX | HBFBX / HBLRX | |
| Total Expense Ratio | 1.82 | 1.28 | 142% |
| Annual Report Gross Expense Ratio | 1.82 | 1.28 | 142% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | 10.250 | 6.346 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 11.7B | 0% |
| Annual Yield % from dividends | 1.95 | 2.85 | 68% |
| Returns for 1 year | 9.88 | 5.98 | 165% |
| Returns for 3 years | 17.03 | 16.48 | 103% |
| Returns for 5 years | 16.19 | 7.97 | 203% |
| Returns for 10 years | 15.45 | 40.60 | 38% |
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