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HBLCX vs IBBFX
HBLCX vs IBBFX Comparison
Open Charts HBLCX vs IBBFX
Hartford Balanced Income C
Price$14.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.78B
Thrivent Dynamic Allocation S
Price$14.31
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets423.62M
HBLCX vs IBBFX Comparison Chart in %
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HBLCX vs. IBBFX commentary
Aug 02, 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 Hold and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. IBBFX (424M). IBBFX pays higher dividends than HBLCX: IBBFX (2.99) vs HBLCX (2.64). 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 : 6.52 vs. HBLCX (2.07). IBBFX return over 5 years is better than : 29.61 vs. HBLCX (9.73).
| 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 | 4.930 | 5.990 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 424M | 2,783% |
| Annual Yield % from dividends | 2.64 | 2.99 | 88% |
| Returns for 1 year | 2.07 | 6.52 | 32% |
| Returns for 3 years | 9.20 | 22.02 | 42% |
| Returns for 5 years | 9.73 | 29.61 | 33% |
| Returns for 10 years | 30.37 | 39.77 | 76% |
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