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HBLAX vs IBBFX
HBLAX vs IBBFX Comparison
Open Charts HBLAX vs IBBFX
Hartford Balanced Income A
Price$14.21
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
Thrivent Dynamic Allocation S
Price$13.54
Change+$0.14 (+1.04%)
VolumeN/A
Net Assets399.45M
HBLAX vs IBBFX Comparison Chart
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HBLAX vs. IBBFX commentary
Apr 25, 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: 11.5B vs. IBBFX (399M). 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. IBBFX annual gain was more profitable for investors over the last year : 5.03 vs. HBLAX (3.15). IBBFX return over 5 years is better than : 35.76 vs. HBLAX (16.27).
| 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 | 0.242 | -0.445 | -54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.5B | 399M | 2,882% |
| Annual Yield % from dividends | 3.37 | 3.11 | 108% |
| Returns for 1 year | 3.15 | 5.03 | 63% |
| Returns for 3 years | 4.50 | 11.18 | 40% |
| Returns for 5 years | 16.27 | 35.76 | 45% |
| Returns for 10 years | 29.43 | 29.43 | 100% |
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