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HBFBX vs HBLYX
HBFBX vs HBLYX Comparison
Open Charts HBFBX vs HBLYX
Hennessy Balanced Investor
Price$12.21
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets13.28M
Hartford Balanced Income Y
Price$15.08
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
HBFBX vs HBLYX Comparison Chart in %
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HBFBX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. HBFBX (13.3M). HBLYX pays higher dividends than HBFBX: HBLYX (3.51) vs HBFBX (2.18). HBFBX was incepted earlier than HBLYX: HBFBX (29 years) vs HBLYX (19 years). HBFBX (1.82) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. HBFBX (57.00). HBFBX has a lower initial minimum investment than HBLYX: HBFBX (2500) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 5.38 vs. HBFBX (5.07). HBLYX return over 5 years is better than : 16.51 vs. HBFBX (15.65).
| HBFBX | HBLYX | HBFBX / HBLYX | |
| Total Expense Ratio | 1.82 | 0.67 | 272% |
| Annual Report Gross Expense Ratio | 1.82 | 0.67 | 272% |
| Fund Existence | 29 years | 19 years | - |
| Gain YTD | 5.320 | 6.703 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3M | 11.9B | 0% |
| Annual Yield % from dividends | 2.18 | 3.51 | 62% |
| Returns for 1 year | 5.07 | 5.38 | 94% |
| Returns for 3 years | 9.33 | 15.46 | 60% |
| Returns for 5 years | 15.65 | 16.51 | 95% |
| Returns for 10 years | 9.01 | 45.27 | 20% |
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