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HBLAX vs IBBFX
HBLAX vs IBBFX Comparison
Open Charts HBLAX vs IBBFX
Hartford Balanced Income A
Price$14.29
Change-$0.22 (-1.52%)
VolumeN/A
Net Assets11.99B
Thrivent Dynamic Allocation S
Price$13.51
Change-$0.22 (-1.60%)
VolumeN/A
Net Assets411.66M
HBLAX vs IBBFX Comparison Chart
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HBLAX vs. IBBFX commentary
Apr 04, 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 Hold and IBBFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. IBBFX (412M). HBLAX pays higher dividends than IBBFX: HBLAX (3.37) vs IBBFX (3.11). HBLAX was incepted earlier than IBBFX: HBLAX (19 years) vs IBBFX (27 years). HBLAX (0.89) is less costly to investors than IBBFX (0.77). IBBFX is a more actively managed with annual turnover of: 77.00 vs. HBLAX (61.00). HBLAX (2000) and IBBFX (2000) have matching initial minimum investment requirements. HBLAX annual gain was more profitable for investors over the last year : 4.60 vs. IBBFX (2.86). IBBFX return over 5 years is better than : 46.21 vs. HBLAX (28.74).
| HBLAX | IBBFX | HBLAX / IBBFX | |
| Total Expense Ratio | 0.89 | 0.75 | 119% |
| Annual Report Gross Expense Ratio | 0.89 | 0.77 | 116% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 3.230 | -0.666 | -485% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 412M | 2,913% |
| Annual Yield % from dividends | 3.37 | 3.11 | 108% |
| Returns for 1 year | 4.60 | 2.86 | 161% |
| Returns for 3 years | 4.33 | 6.93 | 63% |
| Returns for 5 years | 28.74 | 46.21 | 62% |
| Returns for 10 years | 34.56 | 30.12 | 115% |
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