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HBLSX vs IBBFX
HBLSX vs IBBFX Comparison
Open Charts HBLSX vs IBBFX
Hartford Balanced Income R4
Price$14.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.78B
Thrivent Dynamic Allocation S
Price$14.31
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets423.62M
HBLSX vs IBBFX Comparison Chart in %
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HBLSX vs. IBBFX commentary
Aug 02, 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: 11.8B vs. IBBFX (424M). HBLSX pays higher dividends than IBBFX: HBLSX (3.24) vs IBBFX (2.99). 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 : 6.52 vs. HBLSX (2.87). IBBFX return over 5 years is better than : 29.61 vs. HBLSX (13.57).
| 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 | 5.383 | 5.990 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 424M | 2,783% |
| Annual Yield % from dividends | 3.24 | 2.99 | 108% |
| Returns for 1 year | 2.87 | 6.52 | 44% |
| Returns for 3 years | 11.57 | 22.02 | 53% |
| Returns for 5 years | 13.57 | 29.61 | 46% |
| Returns for 10 years | 39.13 | 39.77 | 98% |
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