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HBFBX vs HBLVX
HBFBX vs HBLVX Comparison
Open Charts HBFBX vs HBLVX
Hennessy Balanced Investor
Price$12.59
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets13.14M
Hartford Balanced Income R6
Price$15.31
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
HBFBX vs HBLVX Comparison Chart in %
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HBFBX vs. HBLVX commentary
Nov 14, 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: 11.7B vs. HBFBX (13.1M). HBLVX pays higher dividends than HBFBX: HBLVX (3.54) vs HBFBX (2.00). 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 : 6.52 vs. HBLVX (4.04). HBFBX (16.42) and HBLVX (16.16) have equivalent 5 years return.
| 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 | 8.863 | 9.920 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1M | 11.7B | 0% |
| Annual Yield % from dividends | 2.00 | 3.54 | 57% |
| Returns for 1 year | 6.52 | 4.04 | 161% |
| Returns for 3 years | 9.57 | 19.82 | 48% |
| Returns for 5 years | 16.42 | 16.16 | 102% |
| Returns for 10 years | 13.44 | 51.66 | 26% |
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