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HBLFX vs IBBFX
HBLFX vs IBBFX Comparison
Open Charts HBLFX vs IBBFX
Hartford Balanced Income F
Price$14.28
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
Thrivent Balanced Income Plus S
Price$13.84
Change-$0.21 (-1.49%)
VolumeN/A
CapitalizationN/A
HBLFX vs IBBFX Comparison Chart
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HBLFX vs. IBBFX commentary
Dec 19, 2024
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 HBLFX is a Hold and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. IBBFX (421M). HBLFX pays higher dividends than IBBFX: HBLFX (3.67) vs IBBFX (3.11). HBLFX was incepted earlier than IBBFX: HBLFX (8 years) vs IBBFX (27 years). IBBFX is a more actively managed with annual turnover of: 77.00 vs. HBLFX (57.00). IBBFX has a lower initial minimum investment than HBLFX: IBBFX (2000) vs HBLFX (1000000). IBBFX (9.34) and HBLFX (9.12) have marching annual gain over last year. IBBFX return over 5 years is better than : 20.54 vs. HBLFX (15.56).
| HBLFX | IBBFX | HBLFX / IBBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 7.973 | 8.185 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 421M | 2,803% |
| Annual Yield % from dividends | 3.67 | 3.11 | 118% |
| Returns for 1 year | 9.12 | 9.34 | 98% |
| Returns for 3 years | 4.79 | 6.49 | 74% |
| Returns for 5 years | 15.56 | 20.54 | 76% |
| Returns for 10 years | N/A | 37.85 | - |
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