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HBFBX vs HBLTX
HBFBX vs HBLTX Comparison
Open Charts HBFBX vs HBLTX
Hennessy Balanced Investor
Price$12.19
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets12.88M
Hartford Balanced Income R5
Price$15.04
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
HBFBX vs HBLTX Comparison Chart in %
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HBFBX vs. HBLTX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. HBFBX (12.9M). HBLTX pays higher dividends than HBFBX: HBLTX (3.54) vs HBFBX (2.19). 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). HBLTX annual gain was more profitable for investors over the last year : 4.43 vs. HBFBX (3.68). HBLTX return over 5 years is better than : 16.28 vs. HBFBX (14.34).
| 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 | 5.147 | 7.252 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 11.9B | 0% |
| Annual Yield % from dividends | 2.19 | 3.54 | 62% |
| Returns for 1 year | 3.68 | 4.43 | 83% |
| Returns for 3 years | 6.70 | 11.90 | 56% |
| Returns for 5 years | 14.34 | 16.28 | 88% |
| Returns for 10 years | 9.01 | 44.91 | 20% |
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