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HBLAX vs IBBFX
HBLAX vs IBBFX Comparison
Open Charts HBLAX vs IBBFX
Hartford Balanced Income A
Price$14.37
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
Thrivent Balanced Income Plus S
Price$13.84
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets417.01M
HBLAX vs IBBFX Comparison Chart
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HBLAX vs. IBBFX commentary
Jan 19, 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 HBLAX is a Buy and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.1B vs. IBBFX (417M). HBLAX pays higher dividends than IBBFX: HBLAX (3.35) vs IBBFX (3.11). HBLAX was incepted earlier than IBBFX: HBLAX (18 years) vs IBBFX (27 years). IBBFX is a more actively managed with annual turnover of: 77.00 vs. HBLAX (57.00). HBLAX (2000) and IBBFX (2000) have matching initial minimum investment requirements. IBBFX annual gain was more profitable for investors over the last year : 8.65 vs. HBLAX (5.97). IBBFX return over 5 years is better than : 17.56 vs. HBLAX (8.26).
| HBLAX | IBBFX | HBLAX / IBBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 1.340 | 1.022 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.1B | 417M | 2,902% |
| Annual Yield % from dividends | 3.35 | 3.11 | 108% |
| Returns for 1 year | 5.97 | 8.65 | 69% |
| Returns for 3 years | 0.35 | 6.77 | 5% |
| Returns for 5 years | 8.26 | 17.56 | 47% |
| Returns for 10 years | 33.45 | 37.82 | 88% |
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