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HBLSX vs IBBFX
HBLSX vs IBBFX Comparison
Open Charts HBLSX vs IBBFX
Hartford Balanced Income R4
Price$14.34
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
Thrivent Balanced Income Plus S
Price$13.84
Change-$0.21 (-1.49%)
VolumeN/A
CapitalizationN/A
HBLSX vs IBBFX Comparison Chart
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HBLSX vs. IBBFX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. IBBFX (421M). HBLSX (3.25) and IBBFX (3.11) have matching dividends . HBLSX was incepted earlier than IBBFX: HBLSX (15 years) vs IBBFX (27 years). IBBFX is a more actively managed with annual turnover of: 77.00 vs. HBLSX (57.00). 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 : 9.34 vs. HBLSX (8.72). IBBFX return over 5 years is better than : 20.54 vs. HBLSX (13.56).
| HBLSX | IBBFX | HBLSX / IBBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 7.612 | 8.185 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 421M | 2,803% |
| Annual Yield % from dividends | 3.25 | 3.11 | 105% |
| Returns for 1 year | 8.72 | 9.34 | 93% |
| Returns for 3 years | 3.55 | 6.49 | 55% |
| Returns for 5 years | 13.56 | 20.54 | 66% |
| Returns for 10 years | 37.62 | 37.85 | 99% |
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