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HBLRX vs IBBFX
HBLRX vs IBBFX Comparison
Open Charts HBLRX vs IBBFX
Hartford Balanced Income R3
Price$15.17
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
Thrivent Dynamic Allocation S
Price$14.81
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets438.84M
HBLRX vs IBBFX Comparison Chart in %
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HBLRX vs. IBBFX commentary
Oct 08, 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 HBLRX is a Hold and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. IBBFX (439M). IBBFX (2.91) and HBLRX (2.89) have matching dividends . HBLRX was incepted earlier than IBBFX: HBLRX (15 years) vs IBBFX (28 years). HBLRX (1.28) is less costly to investors than IBBFX (0.77). IBBFX is a more actively managed with annual turnover of: 77.00 vs. HBLRX (61.00). HBLRX has a lower initial minimum investment than IBBFX: HBLRX (0) vs IBBFX (2000). IBBFX annual gain was more profitable for investors over the last year : 7.88 vs. HBLRX (2.92). IBBFX return over 5 years is better than : 30.35 vs. HBLRX (14.64).
| HBLRX | IBBFX | HBLRX / IBBFX | |
| Total Expense Ratio | 1.28 | 0.75 | 171% |
| Annual Report Gross Expense Ratio | 1.28 | 0.77 | 166% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 8.712 | 10.449 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 439M | 2,711% |
| Annual Yield % from dividends | 2.89 | 2.91 | 99% |
| Returns for 1 year | 2.92 | 7.88 | 37% |
| Returns for 3 years | 23.58 | 36.51 | 65% |
| Returns for 5 years | 14.64 | 30.35 | 48% |
| Returns for 10 years | 42.17 | 48.65 | 87% |
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