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HBLCX vs IBBFX
HBLCX vs IBBFX Comparison
Open Charts HBLCX vs IBBFX
Hartford Balanced Income C
Price$14.83
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.98B
Thrivent Dynamic Allocation S
Price$14.86
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets435.64M
HBLCX vs IBBFX Comparison Chart in %
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HBLCX vs. IBBFX commentary
Sep 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. IBBFX (436M). IBBFX pays higher dividends than HBLCX: IBBFX (2.95) vs HBLCX (2.58). 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 : 7.66 vs. HBLCX (2.36). IBBFX return over 5 years is better than : 30.54 vs. HBLCX (12.08).
| 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 | 8.134 | 10.063 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 436M | 2,752% |
| Annual Yield % from dividends | 2.58 | 2.95 | 88% |
| Returns for 1 year | 2.36 | 7.66 | 31% |
| Returns for 3 years | 16.61 | 31.19 | 53% |
| Returns for 5 years | 12.08 | 30.54 | 40% |
| Returns for 10 years | 38.44 | 50.23 | 77% |
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