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HBLSX vs IBBFX
HBLSX vs IBBFX Comparison
Open Charts HBLSX vs IBBFX
Hartford Balanced Income R4
Price$15.12
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
Thrivent Balanced Income Plus S
Price$14.12
Change-$0.06 (-0.42%)
VolumeN/A
CapitalizationN/A
HBLSX vs IBBFX Comparison Chart
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HBLSX vs. IBBFX commentary
Nov 18, 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 Buy and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.4B vs. IBBFX (420M). HBLSX (3.25) and IBBFX (3.11) have matching dividends . HBLSX was incepted earlier than IBBFX: HBLSX (14 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). HBLSX (15.11) and IBBFX (15.10) have marching annual gain over last year. IBBFX return over 5 years is better than : 23.69 vs. HBLSX (14.63).
| HBLSX | IBBFX | HBLSX / IBBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 7.754 | 8.724 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 420M | 2,952% |
| Annual Yield % from dividends | 3.25 | 3.11 | 105% |
| Returns for 1 year | 15.11 | 15.10 | 100% |
| Returns for 3 years | -1.26 | -0.12 | 1,022% |
| Returns for 5 years | 14.63 | 23.69 | 62% |
| Returns for 10 years | 36.01 | 32.17 | 112% |
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