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HBFBX vs HBLSX
HBFBX vs HBLSX Comparison
Open Charts HBFBX vs HBLSX
Hennessy Balanced Investor
Price$13.06
Change+$0.76 (+6.18%)
VolumeN/A
Net Assets13.53M
Hartford Balanced Income R4
Price$14.94
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
HBFBX vs HBLSX Comparison Chart in %
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HBFBX vs. HBLSX 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 HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. HBFBX (13.5M). HBLSX pays higher dividends than HBFBX: HBLSX (3.11) vs HBFBX (1.86). HBFBX was incepted earlier than HBLSX: HBFBX (30 years) vs HBLSX (16 years). HBFBX (1.82) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 90.00 vs. HBFBX (39.00). HBLSX has a lower initial minimum investment than HBFBX: HBLSX (0) vs HBFBX (2500). HBFBX annual gain was more profitable for investors over the last year : 10.80 vs. HBLSX (6.02). HBFBX return over 5 years is better than : 17.99 vs. HBLSX (10.62).
| 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 | 16 years | - |
| Gain YTD | 3.487 | 1.980 | 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 | 3.11 | 60% |
| Returns for 1 year | 10.80 | 6.02 | 179% |
| Returns for 3 years | 19.69 | 15.34 | 128% |
| Returns for 5 years | 17.99 | 10.62 | 169% |
| Returns for 10 years | 21.71 | 51.14 | 42% |
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