Interact to see
Advertisement
Advertisement
HBFBX vs HBLTX
HBFBX vs HBLTX Comparison
Open Charts HBFBX vs HBLTX
Hennessy Balanced Investor
Price$12.72
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets13.23M
Hartford Balanced Income R5
Price$14.87
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
HBFBX vs HBLTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBFBX vs. HBLTX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B 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 : 9.88 vs. HBLTX (6.55). HBFBX return over 5 years is better than : 16.19 vs. HBLTX (11.15).
| 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 | 10.250 | 6.961 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 11.7B | 0% |
| Annual Yield % from dividends | 1.95 | 3.41 | 57% |
| Returns for 1 year | 9.88 | 6.55 | 151% |
| Returns for 3 years | 17.03 | 18.48 | 92% |
| Returns for 5 years | 16.19 | 11.15 | 145% |
| Returns for 10 years | 15.45 | 48.07 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers