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HBFBX vs HBLRX
HBFBX vs HBLRX Comparison
Open Charts HBFBX vs HBLRX
Hennessy Balanced Investor
Price$12.22
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets13.35M
Hartford Balanced Income R3
Price$14.88
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.95B
HBFBX vs HBLRX Comparison Chart in %
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HBFBX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. HBFBX (13.4M). HBLRX pays higher dividends than HBFBX: HBLRX (2.94) vs HBFBX (2.18). 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). HBFBX annual gain was more profitable for investors over the last year : 7.14 vs. HBLRX (6.32). HBFBX return over 5 years is better than : 17.74 vs. HBLRX (16.03).
| 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 | 5.406 | 5.943 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 12B | 0% |
| Annual Yield % from dividends | 2.18 | 2.94 | 74% |
| Returns for 1 year | 7.14 | 6.32 | 113% |
| Returns for 3 years | 8.77 | 14.94 | 59% |
| Returns for 5 years | 17.74 | 16.03 | 111% |
| Returns for 10 years | 9.28 | 37.08 | 25% |
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