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HBFBX vs HBLVX
HBFBX vs HBLVX Comparison
Open Charts HBFBX vs HBLVX
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.
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).
| HBFBX | HBLVX | HBFBX / HBLVX | |
| Total Expense Ratio | 1.82 | 0.56 | 325% |
| Annual Report Gross Expense Ratio | 1.82 | 0.56 | 325% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 5.406 | 6.261 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 12B | 0% |
| Annual Yield % from dividends | 2.18 | 3.61 | 60% |
| Returns for 1 year | 7.14 | 7.03 | 102% |
| Returns for 3 years | 8.77 | 17.41 | 50% |
| Returns for 5 years | 17.74 | 20.01 | 89% |
| Returns for 10 years | 9.28 | 45.58 | 20% |
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