Interact to see
Advertisement
Advertisement
HBFBX vs HBLRX
HBFBX vs HBLRX Comparison
Open Charts HBFBX vs HBLRX
Hennessy Balanced Investor
Price$13.06
Change+$0.76 (+6.18%)
VolumeN/A
Net Assets13.53M
Hartford Balanced Income R3
Price$14.93
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
HBFBX vs HBLRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBFBX vs. HBLRX commentary
Feb 04, 2026
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: 11.6B vs. HBFBX (13.5M). HBLRX pays higher dividends than HBFBX: HBLRX (2.82) vs HBFBX (1.86). 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: 90.00 vs. HBFBX (39.00). 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 : 10.80 vs. HBLRX (5.70). HBFBX return over 5 years is better than : 17.99 vs. HBLRX (8.92).
| 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 | 3.487 | 1.981 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5M | 11.6B | 0% |
| Annual Yield % from dividends | 1.86 | 2.82 | 66% |
| Returns for 1 year | 10.80 | 5.70 | 190% |
| Returns for 3 years | 19.69 | 14.29 | 138% |
| Returns for 5 years | 17.99 | 8.92 | 202% |
| Returns for 10 years | 21.71 | 47.10 | 46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement