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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 Assets12.83M
Hartford Balanced Income R5
Price$15.19
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.95B
HBFBX vs HBLTX Comparison Chart in %
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HBFBX vs. HBLTX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. HBFBX (12.8M). HBLTX pays higher dividends than HBFBX: HBLTX (3.46) vs HBFBX (2.15). HBFBX was incepted earlier than HBLTX: HBFBX (30 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 : 3.74 vs. HBFBX (3.42). HBLTX return over 5 years is better than : 17.68 vs. HBFBX (15.24).
| HBFBX | HBLTX | HBFBX / HBLTX | |
| Total Expense Ratio | 1.82 | 0.66 | 276% |
| Annual Report Gross Expense Ratio | 1.82 | 0.66 | 276% |
| Fund Existence | 30 years | 15 years | - |
| Gain YTD | 5.320 | 8.322 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8M | 12B | 0% |
| Annual Yield % from dividends | 2.15 | 3.46 | 62% |
| Returns for 1 year | 3.42 | 3.74 | 91% |
| Returns for 3 years | 11.21 | 19.47 | 58% |
| Returns for 5 years | 15.24 | 17.68 | 86% |
| Returns for 10 years | 12.86 | 50.50 | 25% |
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