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HBFBX vs HBLTX
HBFBX vs HBLTX Comparison
Open Charts HBFBX vs HBLTX
Hennessy Balanced Investor
Price$12.73
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets13.24M
Hartford Balanced Income R5
Price$15.40
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets11.75B
HBFBX vs HBLTX Comparison Chart in %
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HBFBX vs. HBLTX commentary
Dec 04, 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 StrongBuy and HBLTX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. HBFBX (13.2M). HBLTX pays higher dividends than HBFBX: HBLTX (3.41) vs HBFBX (1.95). HBFBX was incepted earlier than HBLTX: HBFBX (30 years) vs HBLTX (16 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 : 6.21 vs. HBLTX (2.95). HBFBX return over 5 years is better than : 15.32 vs. HBLTX (13.86).
| 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 | 16 years | - |
| Gain YTD | 9.990 | 10.126 | 99% |
| 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 | 1.95 | 3.41 | 57% |
| Returns for 1 year | 6.21 | 2.95 | 211% |
| Returns for 3 years | 10.25 | 15.63 | 66% |
| Returns for 5 years | 15.32 | 13.86 | 111% |
| Returns for 10 years | 13.32 | 48.40 | 28% |
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