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HBFBX vs HBLTX
HBFBX vs HBLTX Comparison
Open Charts HBFBX vs HBLTX
Hennessy Balanced Investor
Price$12.21
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets13.28M
Hartford Balanced Income R5
Price$14.95
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
HBFBX vs HBLTX Comparison Chart in %
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HBFBX vs. HBLTX 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. HBFBX (13.3M). HBLTX pays higher dividends than HBFBX: HBLTX (3.54) vs HBFBX (2.18). HBFBX was incepted earlier than HBLTX: HBFBX (29 years) vs HBLTX (15 years). HBFBX (1.82) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. HBFBX (57.00). HBLTX has a lower initial minimum investment than HBFBX: HBLTX (0) vs HBFBX (2500). HBLTX annual gain was more profitable for investors over the last year : 5.36 vs. HBFBX (5.07). HBLTX (16.36) and HBFBX (15.65) have equivalent 5 years return.
| HBFBX | HBLTX | HBFBX / HBLTX | |
| Total Expense Ratio | 1.82 | 0.66 | 276% |
| Annual Report Gross Expense Ratio | 1.82 | 0.66 | 276% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 5.320 | 6.610 | 80% |
| 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 | 3.54 | 62% |
| Returns for 1 year | 5.07 | 5.36 | 95% |
| Returns for 3 years | 9.33 | 15.38 | 61% |
| Returns for 5 years | 15.65 | 16.36 | 96% |
| Returns for 10 years | 9.01 | 44.79 | 20% |
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