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HBFBX vs HBLTX
HBFBX vs HBLTX Comparison
Open Charts HBFBX vs HBLTX
Hennessy Balanced Investor
Price$12.59
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets13.14M
Hartford Balanced Income R5
Price$15.19
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
HBFBX vs HBLTX Comparison Chart in %
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HBFBX vs. HBLTX commentary
Nov 14, 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: 11.7B vs. HBFBX (13.1M). HBLTX pays higher dividends than HBFBX: HBLTX (3.47) vs HBFBX (2.00). 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). HBFBX annual gain was more profitable for investors over the last year : 6.52 vs. HBLTX (3.96). HBFBX return over 5 years is better than : 16.42 vs. HBLTX (15.55).
| 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 | 8.863 | 9.839 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1M | 11.7B | 0% |
| Annual Yield % from dividends | 2.00 | 3.47 | 58% |
| Returns for 1 year | 6.52 | 3.96 | 165% |
| Returns for 3 years | 9.57 | 19.36 | 49% |
| Returns for 5 years | 16.42 | 15.55 | 106% |
| Returns for 10 years | 13.44 | 50.02 | 27% |
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