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HBLSX vs IBBFX
HBLSX vs IBBFX Comparison
Open Charts HBLSX vs IBBFX
Hartford Balanced Income R4
Price$15.08
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.58B
Thrivent Dynamic Allocation S
Price$14.76
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets438.57M
HBLSX vs IBBFX Comparison Chart in %
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HBLSX vs. IBBFX commentary
Nov 20, 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 Hold and IBBFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. IBBFX (439M). HBLSX pays higher dividends than IBBFX: HBLSX (3.19) vs IBBFX (2.88). 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 : 7.60 vs. HBLSX (2.69). IBBFX return over 5 years is better than : 24.81 vs. HBLSX (11.95).
| 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 | 8.238 | 10.076 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 439M | 2,642% |
| Annual Yield % from dividends | 3.19 | 2.88 | 111% |
| Returns for 1 year | 2.69 | 7.60 | 35% |
| Returns for 3 years | 16.10 | 30.99 | 52% |
| Returns for 5 years | 11.95 | 24.81 | 48% |
| Returns for 10 years | 42.34 | 46.99 | 90% |
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