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HBLCX vs IBBFX
HBLCX vs IBBFX Comparison
Open Charts HBLCX vs IBBFX
Hartford Balanced Income C
Price$14.22
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets11.76B
Thrivent Dynamic Allocation S
Price$14.01
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets414.95M
HBLCX vs IBBFX Comparison Chart
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HBLCX vs. IBBFX commentary
Jun 06, 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 StrongBuy and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. IBBFX (415M). IBBFX pays higher dividends than HBLCX: IBBFX (3.05) vs HBLCX (2.65). HBLCX was incepted earlier than IBBFX: HBLCX (19 years) vs IBBFX (27 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 : 5.42 vs. HBLCX (2.75). IBBFX return over 5 years is better than : 26.68 vs. HBLCX (8.21).
| 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 | 27 years | - |
| Gain YTD | 3.081 | 3.010 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 415M | 2,843% |
| Annual Yield % from dividends | 2.65 | 3.05 | 87% |
| Returns for 1 year | 2.75 | 5.42 | 51% |
| Returns for 3 years | 5.77 | 17.41 | 33% |
| Returns for 5 years | 8.21 | 26.68 | 31% |
| Returns for 10 years | 27.62 | 36.29 | 76% |
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