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AABFX vs HBLYX
AABFX vs HBLYX Comparison
Open Charts AABFX vs HBLYX
Thrivent Dynamic Allocation A
Price$13.88
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets410.28M
Hartford Balanced Income Y
Price$14.53
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.63B
AABFX vs HBLYX Comparison Chart
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AABFX vs. HBLYX commentary
May 23, 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. AABFX (410M). HBLYX pays higher dividends than AABFX: HBLYX (3.57) vs AABFX (2.88). AABFX was incepted earlier than HBLYX: AABFX (27 years) vs HBLYX (19 years). AABFX (1.03) is less costly to investors than HBLYX (0.67). AABFX is a more actively managed with annual turnover of: 77.00 vs. HBLYX (61.00). AABFX has a lower initial minimum investment than HBLYX: AABFX (2000) vs HBLYX (250000). AABFX annual gain was more profitable for investors over the last year : 4.43 vs. HBLYX (2.14). AABFX return over 5 years is better than : 32.16 vs. HBLYX (18.27).
| AABFX | HBLYX | AABFX / HBLYX | |
| Total Expense Ratio | 0.99 | 0.67 | 148% |
| Annual Report Gross Expense Ratio | 1.03 | 0.67 | 154% |
| Fund Existence | 27 years | 19 years | - |
| Gain YTD | 1.624 | 1.977 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 410M | 11.6B | 4% |
| Annual Yield % from dividends | 2.88 | 3.57 | 81% |
| Returns for 1 year | 4.43 | 2.14 | 207% |
| Returns for 3 years | 17.16 | 9.46 | 181% |
| Returns for 5 years | 32.16 | 18.27 | 176% |
| Returns for 10 years | 29.45 | 35.47 | 83% |
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