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HBLFX vs IBBFX
HBLFX vs IBBFX Comparison
Open Charts HBLFX vs IBBFX
Hartford Balanced Income F
Price$14.29
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.64B
Thrivent Dynamic Allocation S
Price$13.72
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets408.07M
HBLFX vs IBBFX Comparison Chart
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HBLFX vs. IBBFX commentary
May 10, 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 HBLFX is a Buy and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.6B vs. IBBFX (408M). HBLFX pays higher dividends than IBBFX: HBLFX (3.73) vs IBBFX (3.11). HBLFX was incepted earlier than IBBFX: HBLFX (8 years) vs IBBFX (27 years). IBBFX (0.77) is less costly to investors than HBLFX (0.56). IBBFX is a more actively managed with annual turnover of: 77.00 vs. HBLFX (61.00). IBBFX has a lower initial minimum investment than HBLFX: IBBFX (2000) vs HBLFX (1000000). IBBFX annual gain was more profitable for investors over the last year : 4.46 vs. HBLFX (2.55). IBBFX return over 5 years is better than : 34.01 vs. HBLFX (19.77).
| HBLFX | IBBFX | HBLFX / IBBFX | |
| Total Expense Ratio | 0.56 | 0.75 | 75% |
| Annual Report Gross Expense Ratio | 0.56 | 0.77 | 73% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 1.675 | 0.878 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 408M | 2,843% |
| Annual Yield % from dividends | 3.73 | 3.11 | 120% |
| Returns for 1 year | 2.55 | 4.46 | 57% |
| Returns for 3 years | 9.90 | 17.22 | 57% |
| Returns for 5 years | 19.77 | 34.01 | 58% |
| Returns for 10 years | N/A | 32.45 | - |
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