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HBLCX vs IBBFX
HBLCX vs IBBFX Comparison
Open Charts HBLCX vs IBBFX
Hartford Balanced Income C
Price$14.72
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets12B
Thrivent Dynamic Allocation S
Price$14.55
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets430.3M
HBLCX vs IBBFX Comparison Chart in %
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HBLCX vs. IBBFX commentary
Aug 26, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. IBBFX (430M). 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 : 6.15 vs. HBLCX (2.78). IBBFX return over 5 years is better than : 27.97 vs. HBLCX (11.93).
| 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 | 7.624 | 8.064 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 430M | 2,791% |
| Annual Yield % from dividends | 2.64 | 2.99 | 88% |
| Returns for 1 year | 2.78 | 6.15 | 45% |
| Returns for 3 years | 12.63 | 25.09 | 50% |
| Returns for 5 years | 11.93 | 27.97 | 43% |
| Returns for 10 years | 37.15 | 46.68 | 80% |
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