Interact to see
Advertisement
Advertisement
HBLSX vs IBBFX
HBLSX vs IBBFX Comparison
Open Charts HBLSX vs IBBFX
Hartford Balanced Income R4
Price$14.60
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.76B
Thrivent Dynamic Allocation S
Price$14.01
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets414.95M
HBLSX vs IBBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. IBBFX commentary
Jun 06, 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: 11.8B vs. IBBFX (415M). HBLSX pays higher dividends than IBBFX: HBLSX (3.26) vs IBBFX (3.05). 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 : 5.42 vs. HBLSX (3.54). IBBFX return over 5 years is better than : 26.68 vs. HBLSX (11.86).
| 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 | 3.392 | 3.010 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 415M | 2,843% |
| Annual Yield % from dividends | 3.26 | 3.05 | 107% |
| Returns for 1 year | 3.54 | 5.42 | 65% |
| Returns for 3 years | 8.08 | 17.41 | 46% |
| Returns for 5 years | 11.86 | 26.68 | 44% |
| Returns for 10 years | 35.91 | 36.29 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement