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HBLCX vs IBBFX
HBLCX vs IBBFX Comparison
Open Charts HBLCX vs IBBFX
Hartford Balanced Income C
Price$14.03
Change-$0.22 (-1.54%)
VolumeN/A
Net Assets11.99B
Thrivent Dynamic Allocation S
Price$13.51
Change-$0.22 (-1.60%)
VolumeN/A
Net Assets411.66M
HBLCX vs IBBFX Comparison Chart
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HBLCX vs. IBBFX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. IBBFX (412M). 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. HBLCX annual gain was more profitable for investors over the last year : 3.77 vs. IBBFX (2.86). IBBFX return over 5 years is better than : 46.21 vs. HBLCX (24.14).
| 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 | 3.081 | -0.666 | -463% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 412M | 2,913% |
| Annual Yield % from dividends | 2.64 | 3.11 | 85% |
| Returns for 1 year | 3.77 | 2.86 | 132% |
| Returns for 3 years | 1.93 | 6.93 | 28% |
| Returns for 5 years | 24.14 | 46.21 | 52% |
| Returns for 10 years | 25.82 | 30.12 | 86% |
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