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HBLSX vs IBBFX
HBLSX vs IBBFX Comparison
Open Charts HBLSX vs IBBFX
Hartford Balanced Income R4
Price$14.30
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
Thrivent Dynamic Allocation S
Price$13.54
Change+$0.14 (+1.04%)
VolumeN/A
Net Assets399.45M
HBLSX vs IBBFX Comparison Chart
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HBLSX vs. IBBFX commentary
Apr 25, 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 Buy and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.5B vs. IBBFX (399M). HBLSX (3.26) and IBBFX (3.11) have matching dividends . HBLSX was incepted earlier than IBBFX: HBLSX (15 years) vs IBBFX (27 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 : 5.03 vs. HBLSX (3.11). IBBFX return over 5 years is better than : 35.76 vs. HBLSX (15.97).
| 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 | 27 years | - |
| Gain YTD | 0.281 | -0.445 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 399M | 2,882% |
| Annual Yield % from dividends | 3.26 | 3.11 | 105% |
| Returns for 1 year | 3.11 | 5.03 | 62% |
| Returns for 3 years | 4.27 | 11.18 | 38% |
| Returns for 5 years | 15.97 | 35.76 | 45% |
| Returns for 10 years | 28.95 | 29.43 | 98% |
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