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HBFBX vs HBLVX
HBFBX vs HBLVX Comparison
Open Charts HBFBX vs HBLVX
Hennessy Balanced Investor
Price$12.73
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets13.24M
Hartford Balanced Income R6
Price$15.53
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets11.75B
HBFBX vs HBLVX Comparison Chart in %
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HBFBX vs. HBLVX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B 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 : 6.21 vs. HBLVX (3.03). HBFBX return over 5 years is better than : 15.32 vs. HBLVX (14.48).
| 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 | 9.990 | 10.205 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 11.8B | 0% |
| Annual Yield % from dividends | 1.95 | 3.48 | 56% |
| Returns for 1 year | 6.21 | 3.03 | 205% |
| Returns for 3 years | 10.25 | 16.01 | 64% |
| Returns for 5 years | 15.32 | 14.48 | 106% |
| Returns for 10 years | 13.32 | 49.92 | 27% |
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