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HBFBX vs HBLTX
HBFBX vs HBLTX Comparison
Open Charts HBFBX vs HBLTX
Hennessy Balanced Investor
Price$12.11
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets13.16M
Hartford Balanced Income R5
Price$14.72
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
HBFBX vs HBLTX Comparison Chart
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HBFBX vs. HBLTX commentary
Jun 16, 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 Buy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. HBFBX (13.2M). HBLTX pays higher dividends than HBFBX: HBLTX (3.56) vs HBFBX (2.32). 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). HBFBX (4.72) and HBLTX (4.71) have marching annual gain over last year. HBLTX return over 5 years is better than : 17.41 vs. HBFBX (15.32).
| 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 | 3.906 | 4.039 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 11.8B | 0% |
| Annual Yield % from dividends | 2.32 | 3.56 | 65% |
| Returns for 1 year | 4.72 | 4.71 | 100% |
| Returns for 3 years | 6.50 | 16.62 | 39% |
| Returns for 5 years | 15.32 | 17.41 | 88% |
| Returns for 10 years | 6.94 | 39.57 | 18% |
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