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HBLTX vs IBBFX
HBLTX vs IBBFX Comparison
Open Charts HBLTX vs IBBFX
Hartford Balanced Income R5
Price$14.71
Change-$0.10 (-0.68%)
VolumeN/A
Net Assets11.86B
Thrivent Dynamic Allocation S
Price$14.20
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets422.51M
HBLTX vs IBBFX Comparison Chart in %
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HBLTX vs. IBBFX commentary
Jul 17, 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 HBLTX is a Hold and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. IBBFX (423M). HBLTX pays higher dividends than IBBFX: HBLTX (3.54) vs IBBFX (3.01). HBLTX was incepted earlier than IBBFX: HBLTX (15 years) vs IBBFX (28 years). IBBFX (0.77) is less costly to investors than HBLTX (0.66). IBBFX is a more actively managed with annual turnover of: 77.00 vs. HBLTX (61.00). HBLTX has a lower initial minimum investment than IBBFX: HBLTX (0) vs IBBFX (2000). IBBFX annual gain was more profitable for investors over the last year : 5.32 vs. HBLTX (4.09). IBBFX return over 5 years is better than : 30.17 vs. HBLTX (16.36).
| HBLTX | IBBFX | HBLTX / IBBFX | |
| Total Expense Ratio | 0.66 | 0.75 | 88% |
| Annual Report Gross Expense Ratio | 0.66 | 0.77 | 86% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 5.612 | 5.175 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 423M | 2,813% |
| Annual Yield % from dividends | 3.54 | 3.01 | 117% |
| Returns for 1 year | 4.09 | 5.32 | 77% |
| Returns for 3 years | 16.56 | 25.67 | 65% |
| Returns for 5 years | 16.36 | 30.17 | 54% |
| Returns for 10 years | 42.16 | 37.85 | 111% |
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