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HBLIX vs IBBFX
HBLIX vs IBBFX Comparison
Open Charts HBLIX vs IBBFX
Hartford Balanced Income I
Price$14.28
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
HBLIX vs IBBFX Comparison Chart
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HBLIX 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 HBLIX is a Buy and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. IBBFX (408M). HBLIX pays higher dividends than IBBFX: HBLIX (3.65) vs IBBFX (3.11). HBLIX was incepted earlier than IBBFX: HBLIX (15 years) vs IBBFX (27 years). IBBFX (0.77) is less costly to investors than HBLIX (0.65). IBBFX is a more actively managed with annual turnover of: 77.00 vs. HBLIX (61.00). HBLIX (2000) and IBBFX (2000) have matching initial minimum investment requirements. IBBFX annual gain was more profitable for investors over the last year : 4.46 vs. HBLIX (2.47). IBBFX return over 5 years is better than : 34.01 vs. HBLIX (19.33).
| HBLIX | IBBFX | HBLIX / IBBFX | |
| Total Expense Ratio | 0.65 | 0.75 | 87% |
| Annual Report Gross Expense Ratio | 0.65 | 0.77 | 84% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 1.582 | 0.878 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 408M | 2,843% |
| Annual Yield % from dividends | 3.65 | 3.11 | 117% |
| Returns for 1 year | 2.47 | 4.46 | 55% |
| Returns for 3 years | 9.62 | 17.22 | 56% |
| Returns for 5 years | 19.33 | 34.01 | 57% |
| Returns for 10 years | 35.22 | 32.45 | 109% |
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