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HBLRX vs IBBFX
HBLRX vs IBBFX Comparison
Open Charts HBLRX vs IBBFX
Hartford Balanced Income R3
Price$15.09
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets12B
Thrivent Dynamic Allocation S
Price$14.55
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets430.3M
HBLRX vs IBBFX Comparison Chart in %
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HBLRX vs. IBBFX commentary
Aug 26, 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 StrongBuy and IBBFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. IBBFX (430M). IBBFX (2.99) and HBLRX (2.94) 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 : 6.15 vs. HBLRX (3.24). IBBFX return over 5 years is better than : 27.97 vs. HBLRX (14.35).
| 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 | 7.937 | 8.064 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 430M | 2,791% |
| Annual Yield % from dividends | 2.94 | 2.99 | 98% |
| Returns for 1 year | 3.24 | 6.15 | 53% |
| Returns for 3 years | 14.13 | 25.09 | 56% |
| Returns for 5 years | 14.35 | 27.97 | 51% |
| Returns for 10 years | 42.65 | 46.68 | 91% |
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