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HBLSX vs IBBFX
HBLSX vs IBBFX Comparison
Open Charts HBLSX vs IBBFX
Hartford Balanced Income R4
Price$14.46
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
Thrivent Balanced Income Plus S
Price$13.84
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets417.01M
HBLSX vs IBBFX Comparison Chart
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HBLSX vs. IBBFX commentary
Jan 19, 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: 12.1B vs. IBBFX (417M). 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 : 8.65 vs. HBLSX (5.93). IBBFX return over 5 years is better than : 17.56 vs. HBLSX (7.95).
| 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 | 1.403 | 1.022 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 417M | 2,902% |
| Annual Yield % from dividends | 3.25 | 3.11 | 105% |
| Returns for 1 year | 5.93 | 8.65 | 68% |
| Returns for 3 years | 0.23 | 6.77 | 3% |
| Returns for 5 years | 7.95 | 17.56 | 45% |
| Returns for 10 years | 33.07 | 37.82 | 87% |
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