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HBLCX vs IBBFX
HBLCX vs IBBFX Comparison
Open Charts HBLCX vs IBBFX
Hartford Balanced Income C
Price$14.67
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
Thrivent Dynamic Allocation S
Price$14.77
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets437.27M
HBLCX vs IBBFX Comparison Chart in %
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HBLCX vs. IBBFX commentary
Nov 21, 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: 11.6B vs. IBBFX (437M). IBBFX pays higher dividends than HBLCX: IBBFX (2.88) vs HBLCX (2.59). 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 : 7.52 vs. HBLCX (2.23). IBBFX return over 5 years is better than : 25.08 vs. HBLCX (8.25).
| 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 | 7.723 | 10.150 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 437M | 2,654% |
| Annual Yield % from dividends | 2.59 | 2.88 | 90% |
| Returns for 1 year | 2.23 | 7.52 | 30% |
| Returns for 3 years | 13.75 | 31.08 | 44% |
| Returns for 5 years | 8.25 | 25.08 | 33% |
| Returns for 10 years | 33.50 | 47.09 | 71% |
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