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HBFBX vs HBLRX
HBFBX vs HBLRX Comparison
Open Charts HBFBX vs HBLRX
Hennessy Balanced Investor
Price$12.21
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets12.83M
Hartford Balanced Income R3
Price$15.15
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.95B
HBFBX vs HBLRX Comparison Chart in %
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HBFBX vs. HBLRX commentary
Sep 08, 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 Hold and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. HBFBX (12.8M). HBLRX pays higher dividends than HBFBX: HBLRX (2.88) vs HBFBX (2.15). HBFBX was incepted earlier than HBLRX: HBFBX (30 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 : 3.42 vs. HBLRX (3.17). HBFBX return over 5 years is better than : 15.24 vs. HBLRX (14.35).
| 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 | 15 years | - |
| Gain YTD | 5.320 | 7.866 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 12B | 0% |
| Annual Yield % from dividends | 2.15 | 2.88 | 75% |
| Returns for 1 year | 3.42 | 3.17 | 108% |
| Returns for 3 years | 11.21 | 17.36 | 65% |
| Returns for 5 years | 15.24 | 14.35 | 106% |
| Returns for 10 years | 12.86 | 43.10 | 30% |
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