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HBLSX vs IBBFX
HBLSX vs IBBFX Comparison
Open Charts HBLSX vs IBBFX
Hartford Balanced Income R4
Price$14.68
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
Thrivent Balanced Income Plus S
Price$13.98
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets417.77M
HBLSX vs IBBFX Comparison Chart
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HBLSX vs. IBBFX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. IBBFX (418M). 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 : 7.46 vs. HBLSX (6.48). IBBFX return over 5 years is better than : 18.93 vs. HBLSX (8.52).
| 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 | 2.945 | 2.044 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 418M | 2,895% |
| Annual Yield % from dividends | 3.25 | 3.11 | 105% |
| Returns for 1 year | 6.48 | 7.46 | 87% |
| Returns for 3 years | 4.38 | 11.07 | 40% |
| Returns for 5 years | 8.52 | 18.93 | 45% |
| Returns for 10 years | 33.13 | 34.25 | 97% |
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