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HBLSX vs IBBFX
HBLSX vs IBBFX Comparison
Open Charts HBLSX vs IBBFX
Hartford Balanced Income R4
Price$15.11
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets12B
Thrivent Dynamic Allocation S
Price$14.55
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets430.3M
HBLSX vs IBBFX Comparison Chart in %
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HBLSX 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 HBLSX is a StrongBuy and IBBFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. IBBFX (430M). HBLSX pays higher dividends than IBBFX: HBLSX (3.24) vs IBBFX (2.99). HBLSX was incepted earlier than IBBFX: HBLSX (15 years) vs IBBFX (28 years). HBLSX (0.96) is less costly to investors than IBBFX (0.77). IBBFX is a more actively managed with annual turnover of: 77.00 vs. HBLSX (61.00). HBLSX has a lower initial minimum investment than IBBFX: HBLSX (0) vs IBBFX (2000). IBBFX annual gain was more profitable for investors over the last year : 6.15 vs. HBLSX (3.56). IBBFX return over 5 years is better than : 27.97 vs. HBLSX (15.95).
| HBLSX | IBBFX | HBLSX / IBBFX | |
| Total Expense Ratio | 0.96 | 0.75 | 128% |
| Annual Report Gross Expense Ratio | 0.96 | 0.77 | 125% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 8.163 | 8.064 | 101% |
| 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 | 3.24 | 2.99 | 108% |
| Returns for 1 year | 3.56 | 6.15 | 58% |
| Returns for 3 years | 15.14 | 25.09 | 60% |
| Returns for 5 years | 15.95 | 27.97 | 57% |
| Returns for 10 years | 46.29 | 46.68 | 99% |
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