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HBLSX vs IBBFX
HBLSX vs IBBFX Comparison
Open Charts HBLSX vs IBBFX
Hartford Balanced Income R4
Price$15.18
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
Thrivent Dynamic Allocation S
Price$14.81
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets438.84M
HBLSX vs IBBFX Comparison Chart in %
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HBLSX vs. IBBFX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. IBBFX (439M). HBLSX pays higher dividends than IBBFX: HBLSX (3.18) vs IBBFX (2.91). 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 : 7.88 vs. HBLSX (3.31). IBBFX return over 5 years is better than : 30.35 vs. HBLSX (16.30).
| 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 | 9.028 | 10.449 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 439M | 2,711% |
| Annual Yield % from dividends | 3.18 | 2.91 | 109% |
| Returns for 1 year | 3.31 | 7.88 | 42% |
| Returns for 3 years | 24.78 | 36.51 | 68% |
| Returns for 5 years | 16.30 | 30.35 | 54% |
| Returns for 10 years | 45.99 | 48.65 | 95% |
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