HBFBX
Price
$12.22
Change
+$0.02 (+0.16%)
Updated
Jul 3 closing price
Net Assets
13.35M
HBLVX
Price
$15.01
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
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HBFBX vs HBLVX

Header iconHBFBX vs HBLVX Comparison
Open Charts HBFBX vs HBLVXBanner chart's image
Hennessy Balanced Investor
Price$12.22
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets13.35M
Hartford Balanced Income R6
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
HBFBX vs HBLVX Comparison Chart in %
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HBFBX vs. HBLVX commentary
Jul 07, 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 HBLVX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. HBFBX (13.4M). HBLVX pays higher dividends than HBFBX: HBLVX (3.61) vs HBFBX (2.18). HBFBX was incepted earlier than HBLVX: HBFBX (29 years) vs HBLVX (11 years). HBFBX (1.82) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. HBFBX (57.00). HBLVX has a lower initial minimum investment than HBFBX: HBLVX (0) vs HBFBX (2500). HBFBX (7.14) and HBLVX (7.03) have marching annual gain over last year. HBLVX return over 5 years is better than : 20.01 vs. HBFBX (17.74).
HBFBXHBLVXHBFBX / HBLVX
Total Expense Ratio1.820.56325%
Annual Report Gross Expense Ratio1.820.56325%
Fund Existence29 years11 years-
Gain YTD5.4066.26186%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.4M12B0%
Annual Yield % from dividends2.183.6160%
Returns for 1 year7.147.03102%
Returns for 3 years8.7717.4150%
Returns for 5 years17.7420.0189%
Returns for 10 years9.2845.5820%
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