HBFBX
Price
$12.21
Change
+$0.01 (+0.08%)
Updated
Jul 25 closing price
Net Assets
13.28M
HBLTX
Price
$14.95
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.92B
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HBFBX vs HBLTX

Header iconHBFBX vs HBLTX Comparison
Open Charts HBFBX vs HBLTXBanner chart's image
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.

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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.
HBFBXHBLTXHBFBX / HBLTX
Total Expense Ratio1.820.66276%
Annual Report Gross Expense Ratio1.820.66276%
Fund Existence29 years15 years-
Gain YTD5.3206.61080%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.3M11.9B0%
Annual Yield % from dividends2.183.5462%
Returns for 1 year5.075.3695%
Returns for 3 years9.3315.3861%
Returns for 5 years15.6516.3696%
Returns for 10 years9.0144.7920%
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