Interact to see
Advertisement
Advertisement
HBFBX vs HBLSX
HBFBX vs HBLSX Comparison
Open Charts HBFBX vs HBLSX
Hennessy Balanced Investor
Price$12.31
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets12.91M
Hartford Balanced Income R4
Price$15.13
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.79B
HBFBX vs HBLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBFBX vs. HBLSX commentary
Oct 19, 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. HBFBX (12.9M). HBLSX pays higher dividends than HBFBX: HBLSX (3.18) vs HBFBX (2.03). HBFBX was incepted earlier than HBLSX: HBFBX (30 years) vs HBLSX (15 years). HBFBX (1.82) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. HBFBX (57.00). HBLSX has a lower initial minimum investment than HBFBX: HBLSX (0) vs HBFBX (2500). HBLSX annual gain was more profitable for investors over the last year : 2.09 vs. HBFBX (1.69). HBFBX return over 5 years is better than : 17.37 vs. HBLSX (15.53).
| HBFBX | HBLSX | HBFBX / HBLSX | |
| Total Expense Ratio | 1.82 | 0.96 | 190% |
| Annual Report Gross Expense Ratio | 1.82 | 0.96 | 190% |
| Fund Existence | 30 years | 15 years | - |
| Gain YTD | 6.697 | 8.741 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 11.8B | 0% |
| Annual Yield % from dividends | 2.03 | 3.18 | 64% |
| Returns for 1 year | 1.69 | 2.09 | 81% |
| Returns for 3 years | 14.04 | 23.89 | 59% |
| Returns for 5 years | 17.37 | 15.53 | 112% |
| Returns for 10 years | 11.46 | 44.51 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DZZ | 1.75 | 0.25 | +16.57% |
| DB Gold Double Short ETN | |||
| NJAN | 53.23 | 0.25 | +0.47% |
| Innovator Growth-100 Pwr Buff ETF™ Jan | |||
| KEMX | 36.06 | 0.09 | +0.26% |
| KraneShares MSCI Em Mkts ex CHN ETF | |||
| GFLW | 28.31 | N/A | +0.01% |
| VictoryShares Free Cash Flow Growth ETF | |||
| VTC | 78.82 | -0.03 | -0.04% |
| Vanguard Total Corporate Bond ETF | |||