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HBLCX vs IBBFX
HBLCX vs IBBFX Comparison
Open Charts HBLCX vs IBBFX
Hartford Balanced Income C
Price$13.95
Change+$0.12 (+0.87%)
VolumeN/A
Net Assets11.55B
Thrivent Dynamic Allocation S
Price$13.54
Change+$0.14 (+1.04%)
VolumeN/A
Net Assets399.45M
HBLCX vs IBBFX Comparison Chart
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HBLCX vs. IBBFX commentary
Apr 25, 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: 11.5B vs. IBBFX (399M). IBBFX pays higher dividends than HBLCX: IBBFX (3.11) vs HBLCX (2.64). 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 : 5.03 vs. HBLCX (2.30). IBBFX return over 5 years is better than : 35.76 vs. HBLCX (12.10).
| 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 | 0.043 | -0.445 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.5B | 399M | 2,882% |
| Annual Yield % from dividends | 2.64 | 3.11 | 85% |
| Returns for 1 year | 2.30 | 5.03 | 46% |
| Returns for 3 years | 2.02 | 11.18 | 18% |
| Returns for 5 years | 12.10 | 35.76 | 34% |
| Returns for 10 years | 20.94 | 29.43 | 71% |
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