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HBLRX vs IBBFX
HBLRX vs IBBFX Comparison
Open Charts HBLRX vs IBBFX
Hartford Balanced Income R3
Price$15.21
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.98B
Thrivent Dynamic Allocation S
Price$14.86
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets435.64M
HBLRX vs IBBFX Comparison Chart in %
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HBLRX vs. IBBFX commentary
Sep 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. IBBFX (436M). IBBFX (2.95) and HBLRX (2.88) 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 : 7.66 vs. HBLRX (2.83). IBBFX return over 5 years is better than : 30.54 vs. HBLRX (14.42).
| 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 | 8.435 | 10.063 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 436M | 2,752% |
| Annual Yield % from dividends | 2.88 | 2.95 | 98% |
| Returns for 1 year | 2.83 | 7.66 | 37% |
| Returns for 3 years | 18.15 | 31.19 | 58% |
| Returns for 5 years | 14.42 | 30.54 | 47% |
| Returns for 10 years | 43.97 | 50.23 | 88% |
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