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AABFX vs HBLTX
AABFX vs HBLTX Comparison
Open Charts AABFX vs HBLTX
Thrivent Dynamic Allocation A
Price$13.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets408.2M
Hartford Balanced Income R5
Price$14.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
AABFX vs HBLTX Comparison Chart
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AABFX vs. HBLTX commentary
May 11, 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 AABFX is a Buy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.6B vs. AABFX (408M). HBLTX pays higher dividends than AABFX: HBLTX (3.60) vs AABFX (2.88). AABFX was incepted earlier than HBLTX: AABFX (27 years) vs HBLTX (15 years). AABFX (1.03) is less costly to investors than HBLTX (0.66). AABFX is a more actively managed with annual turnover of: 77.00 vs. HBLTX (61.00). HBLTX has a lower initial minimum investment than AABFX: HBLTX (0) vs AABFX (2000). AABFX annual gain was more profitable for investors over the last year : 4.21 vs. HBLTX (2.50). AABFX return over 5 years is better than : 32.48 vs. HBLTX (19.31).
| AABFX | HBLTX | AABFX / HBLTX | |
| Total Expense Ratio | 0.99 | 0.66 | 150% |
| Annual Report Gross Expense Ratio | 1.03 | 0.66 | 156% |
| Fund Existence | 27 years | 15 years | - |
| Gain YTD | 0.745 | 1.636 | 46% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 11.6B | 4% |
| Annual Yield % from dividends | 2.88 | 3.60 | 80% |
| Returns for 1 year | 4.21 | 2.50 | 168% |
| Returns for 3 years | 16.42 | 9.64 | 170% |
| Returns for 5 years | 32.48 | 19.31 | 168% |
| Returns for 10 years | 29.20 | 35.25 | 83% |
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