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HBFBX vs HBLVX
HBFBX vs HBLVX Comparison
Open Charts HBFBX vs HBLVX
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 %
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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.
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).
| 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 | 5.320 | 6.686 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3M | 11.9B | 0% |
| Annual Yield % from dividends | 2.18 | 3.61 | 60% |
| Returns for 1 year | 5.07 | 5.50 | 92% |
| Returns for 3 years | 9.33 | 15.85 | 59% |
| Returns for 5 years | 15.65 | 17.04 | 92% |
| Returns for 10 years | 9.01 | 46.27 | 19% |
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