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HBFBX vs HBLSX
HBFBX vs HBLSX Comparison
Open Charts HBFBX vs HBLSX
Hennessy Balanced Investor
Price$12.21
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets13.28M
Hartford Balanced Income R4
Price$14.93
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
HBFBX vs HBLSX Comparison Chart in %
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HBFBX vs. HBLSX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. HBFBX (13.3M). HBLSX pays higher dividends than HBFBX: HBLSX (3.24) vs HBFBX (2.18). HBFBX was incepted earlier than HBLSX: HBFBX (29 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). HBFBX (5.07) and HBLSX (4.97) have marching annual gain over last year. HBFBX return over 5 years is better than : 15.65 vs. HBLSX (14.73).
| HBFBX | HBLSX | HBFBX / HBLSX | |
| Total Expense Ratio | 1.82 | 0.96 | 190% |
| Annual Report Gross Expense Ratio | 1.82 | 0.96 | 190% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 5.320 | 6.452 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3M | 11.9B | 0% |
| Annual Yield % from dividends | 2.18 | 3.24 | 67% |
| Returns for 1 year | 5.07 | 4.97 | 102% |
| Returns for 3 years | 9.33 | 14.34 | 65% |
| Returns for 5 years | 15.65 | 14.73 | 106% |
| Returns for 10 years | 9.01 | 41.17 | 22% |
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