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HBLCX vs IBBFX
HBLCX vs IBBFX Comparison
Open Charts HBLCX vs IBBFX
Hartford Balanced Income C
Price$14.31
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
Thrivent Balanced Income Plus S
Price$13.98
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets417.77M
HBLCX vs IBBFX Comparison Chart
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HBLCX vs. IBBFX commentary
Feb 23, 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: 12.1B vs. IBBFX (418M). IBBFX pays higher dividends than HBLCX: IBBFX (3.11) vs HBLCX (2.65). HBLCX was incepted earlier than IBBFX: HBLCX (19 years) vs IBBFX (27 years). IBBFX is a more actively managed with annual turnover of: 77.00 vs. HBLCX (57.00). HBLCX (2000) and IBBFX (2000) have matching initial minimum investment requirements. IBBFX annual gain was more profitable for investors over the last year : 7.46 vs. HBLCX (5.66). IBBFX return over 5 years is better than : 18.93 vs. HBLCX (5.01).
| HBLCX | IBBFX | HBLCX / IBBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 2.802 | 2.044 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.1B | 418M | 2,895% |
| Annual Yield % from dividends | 2.65 | 3.11 | 85% |
| Returns for 1 year | 5.66 | 7.46 | 76% |
| Returns for 3 years | 2.13 | 11.07 | 19% |
| Returns for 5 years | 5.01 | 18.93 | 26% |
| Returns for 10 years | 25.01 | 34.25 | 73% |
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