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HBLCX vs IBBFX
HBLCX vs IBBFX Comparison
Open Charts HBLCX vs IBBFX
Hartford Balanced Income C
Price$14.51
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets11.9B
Thrivent Dynamic Allocation S
Price$14.31
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets423.97M
HBLCX vs IBBFX Comparison Chart in %
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HBLCX vs. IBBFX commentary
Jul 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 HBLCX is a Buy and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. IBBFX (424M). IBBFX pays higher dividends than HBLCX: IBBFX (3.01) vs HBLCX (2.63). HBLCX was incepted earlier than IBBFX: HBLCX (19 years) vs IBBFX (28 years). HBLCX (1.64) is less costly to investors than IBBFX (0.77). IBBFX is a more actively managed with annual turnover of: 77.00 vs. HBLCX (61.00). HBLCX (2000) and IBBFX (2000) have matching initial minimum investment requirements. IBBFX annual gain was more profitable for investors over the last year : 7.14 vs. HBLCX (4.96). IBBFX return over 5 years is better than : 32.38 vs. HBLCX (12.74).
| HBLCX | IBBFX | HBLCX / IBBFX | |
| Total Expense Ratio | 1.64 | 0.75 | 219% |
| Annual Report Gross Expense Ratio | 1.64 | 0.77 | 213% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 5.075 | 5.842 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 424M | 2,807% |
| Annual Yield % from dividends | 2.63 | 3.01 | 87% |
| Returns for 1 year | 4.96 | 7.14 | 69% |
| Returns for 3 years | 13.23 | 26.26 | 50% |
| Returns for 5 years | 12.74 | 32.38 | 39% |
| Returns for 10 years | 31.25 | 40.33 | 77% |
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