Hennessy Balanced Fund (HBFBX) Alternatives
Hennessy Balanced Fund (HBFBX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HBFBX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HBFBX
HBFBX charges 0.49% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among HBFBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | HBFBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | HBFBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | HBFBX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | HBFBX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | HBFBX vs BWBIX |
Best Risk-Adjusted Alternatives to HBFBX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | HBFBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | HBFBX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | HBFBX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | HBFBX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | HBFBX vs PMAIX |
Top Performing HBFBX Alternatives (YTD)
HBFBX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | HBFBX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | HBFBX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | HBFBX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | HBFBX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | HBFBX vs CONWX |
Lowest Volatility Alternatives to HBFBX
HBFBX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | HBFBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | HBFBX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | HBFBX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | HBFBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | HBFBX vs SICIX |
Lowest Drawdown Alternatives to HBFBX
HBFBX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | HBFBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | HBFBX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | HBFBX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | HBFBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | HBFBX vs SICIX |
Other Mutual Funds from Hennessy
Most popular Hennessy mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Hennessy Cornerstone Mid Cap 30 Fund | Mid Cap Blend Equities | 14 | -4.78% | Sep 17, 2003 | HBFBX vs HFMDX | |
| Hennessy Cornerstone Growth Fund | Small Cap Blend Equities | 24 | 0.00% | Nov 1, 1996 | HBFBX vs HFCGX | |
| Hennessy Japan Fund | Japan Equities | 25 | -1.56% | Oct 30, 2003 | HBFBX vs HJPNX | |
| Hennessy Midstream Fund | Energy Equities | 16 | 17.65% | Dec 30, 2013 | HBFBX vs HMSIX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 42 | -5.05% | Jan 3, 1997 | HBFBX vs HFCSX | |
| Hennessy Gas Utility Fund | Utilities Equities | 77 | 14.24% | May 9, 1989 | HBFBX vs GASFX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 75 | 8.31% | Nov 1, 1996 | HBFBX vs HFCVX | |
| Hennessy Japan Small Cap Fund | Japan Equities | 73 | 0.77% | Aug 30, 2007 | HBFBX vs HJPSX | |
| Hennessy Cornerstone Large Cap Growth Fund | Large Cap Value Equities | 36 | 3.18% | Mar 20, 2009 | HBFBX vs HFLGX | |
| Hennessy Technology Fund | Technology Equities | 19 | -10.79% | Jan 31, 2002 | HBFBX vs HTECX |
Often Compared With HBFBX
What investors most often compare with HBFBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Gilead Sciences, Inc. | 74 | 14.19% | — | HBFBX vs GILD | ||
| Hennessy Energy Transition Fund | Energy Equities | 83 | 31.39% | Dec 30, 2013 | HBFBX vs HNRIX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | HBFBX vs TPDAX |
Compare HBFBX with Any Fund or Stock
Compare HBFBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.