HBFBX
Price
$12.21
Change
+$0.01 (+0.08%)
Updated
Jul 25 closing price
Net Assets
13.28M
HBLVX
Price
$15.07
Change
+$0.04 (+0.27%)
Updated
Jul 25 closing price
Net Assets
11.92B
Interact to see
Advertisement

HBFBX vs HBLVX

Header iconHBFBX vs HBLVX Comparison
Open Charts HBFBX vs HBLVXBanner chart's image
Hennessy Balanced Investor
Price$12.21
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets13.28M
Hartford Balanced Income R6
Price$15.07
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
HBFBX vs HBLVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HBFBX vs. HBLVX commentary
Jul 27, 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 Hold and HBLVX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. HBFBX (13.3M). 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). HBLVX annual gain was more profitable for investors over the last year : 5.50 vs. HBFBX (5.07). HBLVX return over 5 years is better than : 17.04 vs. HBFBX (15.65).
HBFBXHBLVXHBFBX / HBLVX
Total Expense Ratio1.820.56325%
Annual Report Gross Expense Ratio1.820.56325%
Fund Existence29 years11 years-
Gain YTD5.3206.68680%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.3M11.9B0%
Annual Yield % from dividends2.183.6160%
Returns for 1 year5.075.5092%
Returns for 3 years9.3315.8559%
Returns for 5 years15.6517.0492%
Returns for 10 years9.0146.2719%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
FLEW52.50N/A
N/A
Fleetwood Bank Corporation
JGHAF44.11N/A
N/A
Jungheinrich AG
VRCDF0.01N/A
N/A
VERICI DX PLC
BRCHF0.16N/A
-1.82%
Brainchip Holdings Ltd.
SMEGF111.63-3.37
-2.93%
Siemens Energy AG