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HBFBX vs HBLVX
HBFBX vs HBLVX Comparison
Open Charts HBFBX vs HBLVX
Hennessy Balanced Investor
Price$12.72
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets13.23M
Hartford Balanced Income R6
Price$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
HBFBX vs HBLVX Comparison Chart in %
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HBFBX vs. HBLVX 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 HBLVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. HBFBX (13.2M). HBLVX pays higher dividends than HBFBX: HBLVX (3.48) vs HBFBX (1.95). HBFBX was incepted earlier than HBLVX: HBFBX (30 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 annual gain was more profitable for investors over the last year : 9.88 vs. HBLVX (6.75). HBFBX return over 5 years is better than : 16.19 vs. HBLVX (11.85).
| HBFBX | HBLVX | HBFBX / HBLVX | |
| Total Expense Ratio | 1.82 | 0.56 | 325% |
| Annual Report Gross Expense Ratio | 1.82 | 0.56 | 325% |
| Fund Existence | 30 years | 11 years | - |
| Gain YTD | 10.250 | 7.134 | 144% |
| 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 | 3.48 | 56% |
| Returns for 1 year | 9.88 | 6.75 | 146% |
| Returns for 3 years | 17.03 | 19.01 | 90% |
| Returns for 5 years | 16.19 | 11.85 | 137% |
| Returns for 10 years | 15.45 | 49.69 | 31% |
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