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HBLRX vs IBBFX
HBLRX vs IBBFX Comparison
Open Charts HBLRX vs IBBFX
Hartford Balanced Income R3
Price$14.77
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.78B
Thrivent Dynamic Allocation S
Price$14.31
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets423.62M
HBLRX vs IBBFX Comparison Chart in %
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HBLRX vs. IBBFX commentary
Aug 02, 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: 11.8B vs. IBBFX (424M). 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 : 6.52 vs. HBLRX (2.55). IBBFX return over 5 years is better than : 29.61 vs. HBLRX (12.01).
| 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 | 5.160 | 5.990 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 424M | 2,783% |
| Annual Yield % from dividends | 2.94 | 2.99 | 98% |
| Returns for 1 year | 2.55 | 6.52 | 39% |
| Returns for 3 years | 10.58 | 22.02 | 48% |
| Returns for 5 years | 12.01 | 29.61 | 41% |
| Returns for 10 years | 35.56 | 39.77 | 89% |
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